The thought of making a budget makes people cringe. The definition on Wikipedia (this isn’t a research paper so I’m allowed to quote it) doesn’t help either…”a quantitative expression of a plan for a defined period of time.” UGH! It can be a long tedious task that can feel isn’t worth the time of day. […]
The Foundation
As confusing as financial planning can be, it is not nearly as confusing as advisor’s compensation models. Many individuals do not know how to pay for advice. Advisor compensation models come in all shapes and sizes which can leave your head spinning. Of all things to inquire about, you should have a firm understanding on […]
Beginnings
Earlier this year I left a good paying job at a small wealth management firm to establish Solari Financial Planning. It was a scary proposition as my wife Tracy and I looked over our bills and wondered how we’d survive. I continued to assess the financial services industry and felt that many firms were advising […]
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