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Real financial planning involves much more than just managing investments.True comprehensive financial planning looks at all aspects of your finances to understand how they all fit together. This helps you to gain clarity about your family’s financial values and priorities.Real financial planning is also about dealing with a sea of unknowns.  Life expectancy, careers, health, inflation, investment returns, are all...

Make financial planning more accessible by de-linking financial planning from asset management.  Offer fee-only financial planning for a sensible flat fee.  These ideas may not sound radical, but they represent a clear alternative to the traditional financial advisor business model.Challenging Sacred CowsThe most common way financial advisors change for their services are fees based on percent of assets under management...