The Human Element of Financial Planning Part 2

Here is the “eagerly” anticipated second part of my blog.  Before you get into reading this, I truly do appreciate you taking a peek and perhaps learning a bit about what I do for my clients. I wish you a very Merry Christmas and happy holiday season. It...

The Human Problems with Financial Planning

  As my intro for Bakerview states, “We focus on the people, not the Product” when doing planning for my clients this is the largest component of my practice.  Any financial institution can do the basic accounts for a financial plan, but the real key is to...

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