Effortless is the whole idea behind redesigning financial planning for young professionals. Everything we do is centered on transparency, collaboration, ease of use and most importantly your best interest. Have peace of mind working with a Certified Financial Planner that clearly outlines the steps to achieve whatever it is that you want most out of life.
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11 Questions to Ask a Prospective Financial Advisor as a Young Professional
In today’s blog post, we outline 11 questions to ask a prospective financial advisor to ensure that you find someone you can trust, that is knowledgeable, and that can grow with you throughout your career as a young professional.
How Much Life Insurance Do I Need as a Young Professional?
One of the most common questions we hear from the young professionals we work with is “how much life insurance do I need as a young professional?” This question and ultimately the answer are increasingly important for young professionals, especially as big life events like marriage and children occur.
11 Reasons to Hire a Financial Planner
We’ve written before about the intangible benefits of financial planning and how it can be difficult for young professionals who have not gone through the process of building a financial plan to fully grasp its benefits. Which is why in today’s blog we’ll outline 11 reasons to hire a financial planner using real life examples of ways individuals have benefited tremendously from the planning process.
What John Oliver Revealed About the Financial Services Industry
John Oliver and his hit HBO show, Last Week Tonight, took aim at the financial services industry recently and the video has gone viral. He does a fantastic job of calling out many of the things that are inherently wrong with the financial services industry.
What Exactly is Financial Planning?
When you go to the car dealer to buy a car, you almost inevitably drive away with a big tangible reminder of what you just exchanged a lump sum of money for. Same thing when you go to the mall, get a haircut, buy groceries, the list goes on. Whatever it is, there is a tangible reminder of exactly what you purchased with your hard earned money. Unfortunately financial planning isn't a tangible thing, but it remains incredibly valuable.
Investment Advisory and Fee-Based Planning offered through BerganKDV Wealth Management, LLC, doing business as Lifewise, an SEC Registered Investment Advisor.
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