Education Requirements for Financial Advisors - Or Lack Thereof
The requirements to call yourself a financial advisor are pretty lax. So how do you know they know what they’re doing? I thought I’d...
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Austin Preece, CFP®, EA
Jul 234 min read
Hiring PFP as Your Financial Planner
Choosing an advisor to work with is a big decision. If you’ve never worked with an advisor before, it can be a seemingly large expense...
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Austin Preece, CFP®, EA
Jan 224 min read
What Is Financial Planning?
This question has different answers depending on who you ask. I’ve met advisors who feel that they’re covering financial planning by...
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Austin Preece, CFP®, EA
Sep 18, 20232 min read
Should I Hire a Financial Planner?
I bet you already guessed my answer. It’s yes; the answer is yes. End of post. Just kidding. The real reason I gathered you here today is...
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Austin Preece, CFP®, EA
Sep 5, 20232 min read
5 Things to Understand Before Choosing a Financial Planner
I’m a little biased here, given my profession, but most people are better off working with a financial planner. From saving you money on...
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