Are you considering refinancing your mortgage loan? There are benefits — and potential setbacks — you might want to consider before jumping in. Let me help you decide if refinancing is the right move for you. Plus, check out my step-by-step guide to mortgage refinancing....
Stocks, bonds, ETFs, and more: Investment management plays an important role in our comprehensive services process, but the financial plan is the heart of it all. Learn more about how investment management is unique for each client — and how it's just a part of the...
Installing solar or buying an electric vehicle? If you're going green before 2022, your purchase may qualify you for city, state, or federal tax credits. Learn more about tax credits for energy purchases — and their caveats — to see how these incentives could fit into your...
Do you hear wedding bells in the not-so-distant future? Did you recently tie the knot? If so, maybe you’re wondering whether you and your spouse should marry your finances. Read on for the case for and against combining as well as an easy how-to —...
From accessibility to technology and more, financial planning has evolved over the years. This isn’t your parents’ financial planning. Learn what’s changed — even over the last couple of decades....
Of course financial planning is a part of the Financial Planning Fort Collins process, but what is it exactly? I’ll explain what goes into creating, implementing — and maintaining — a financial plan....
Are you uninsured, underinsured, or just wanting a better understanding of your health insurance? From health insurance basics to how you can find the right coverage for your needs and more, let’s go back to basics....
Greetings from St. Louis! While I’m at #XYPNLIVE, a national fee-only financial planning conference, you can check out my media mentions on the “In the News” page....
What’s an “alternative” investment? And what makes it different from traditional investments, like stocks, bonds, and cash? Get the answers, and learn the long and short of it — pun intended — when it comes to alternative investment strategies....
What does AUM mean — and how are financial planning fees based on assets under management calculated? Learn the difference between flat-fee and AUM-based pricing, and what makes a flat fee not only less complicated but also potentially easier to understand in terms of value....
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $1,000,000 | 0.60% |
| $1,000,000 - $3,000,000 | 0.50% |
| $3,000,000 - $5,000,000 | 0.25% |
| $5,000,000 and above | 0.10% |