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 for all the wrong reasons. They put their interests ahead of their clients. I truly believe a successful practice will always act in the best interest of their clients. As surprising as this may sound there were very few firms offering this type of “Fee-Only” financial planning advice.

So I struck out on my own in March and I haven’t looked back. I am very fortunate to have the solid support of my friends and family. I cannot thank my family enough especially my wife as she has been more supportive than I could have ever imagined. This journey would not be as successful or as fun without her.

As the summer winds down I have decided to get with it and start sharing my perspectives about financial planning. My posts will be short in nature and touch upon the topics that I see and face every day. My goal is to provide valuable financial information in a light and somewhat entertaining way (as entertaining as financial planning can be)!