The Value of Financial Advice, Part 2: The Rest of the Story
Ongoing financial planning goes far beyond a one-time plan. As life, pay, taxes, and benefits change, proactive guidance helps keep your finances organized, protected, and aligned with your goals. From tax planning and insurance reviews to updated benefits, investments, and estate documents, this article explains why year-round planning offers real qualitative peace of mind and measurable financial clarity for military families and retirees.
The Value of Financial Advice, Part I: What Am I Paying For, Exactly?
“Why Does It Cost So Much to Work With a Financial Advisor?” It’s the question every prospective client has. The answer isn’t “because I can make you more money,” and frankly, if that were the answer, I wouldn’t be writing this article. Real financial advice isn’t about selling a product or chasing returns. It’s about helping you align your money with your life. In this first of a two-part series, I walk through what financial planning looks like from the very beginning, and why it may be more valuable than you think.