“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.”
— Charlie Munger,
Vice Chairman of Berkshire Hathaway
Financial planning doesn't have to be painful, and you can keep drinking your latte of choice. This guide has 10 financial planning suggestions that you can do on your own and will hopefully even save or make you mnoney. Think of these as the low-hanging fruit on th financial planning tree.
Robert Lindstrom, CFP® is the founder of Provision Financial Planning, a Fee-Only financial
firm. As a Fee-Only advisor, Robert is only compensated by
his clients and never receives a commission of any kind. Unlike most advisors, this allows him to work as an independent Fiduciary at all times. Based in Towson, Maryland, PFP serves clients locally and virtually across the nation.