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Financial Planning adds Tangible Value, but that’s not the most important part…Part Two

by Eric Courage | Aug 12, 2018 | Blog, Financial Planning

“Here is natural instinct and here is control. You are to combine the two in harmony, now if you have one to the extreme, you will be very unscientific. If you have another to the extreme, you will all of a sudden be a mechanical man, no longer a human being. It...

Is there ANY return—whatsoever—in using a Financial Planner? No! Well maybe…Part One

by Eric Courage | Aug 5, 2018 | Blog, Financial Planning

<![CDATA[ “He’s just another used car salesman.” “They charge 1% and do nothing.” As an analyst, I was the biggest skeptic, and card-carrying member of the advisors don’t add any value club. Yes. Me. Yours. Truly. The practicing financial planner. Let’s back...

I Was At Your Free Steak Dinner; What You Didn’t Say: I Have a Pending Felony…

by Eric Courage | Mar 5, 2018 | Blog, Financial Advisor

<![CDATA[A Confession I was there. I admit it. On a sunny Wednesday night last June, I tagged along with my clients: Violet and Max (not their real names) as their “son” to a free steak dinner. The Scene An upper-to-middle-priced chain steak restaurant;...

Financial Planning adds Tangible Value, but that’s not the most important part…Part Two

Is there ANY return—whatsoever—in using a Financial Planner? No! Well maybe…Part One

I Was At Your Free Steak Dinner; What You Didn’t Say: I Have a Pending Felony…

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