Family Office for Family Business

  • Who We Help
    • Who we help
    • Business Owners
    • Private Practice Owners
  • How We Help
    • Comprehensive Financial Planning
    • Total Wealth Planning
    • VMFO Family Office
      • Family Library Vault
    • Integrated Financial Life Planning
      • Financial Counseling for Couples
    • Retirement Planning
    • Advanced Education Planning
      • Education Project Plans
      • College Savings, 529s, ABLE, & Private K-12 Planning
      • College Funding Plan & College Pre-Approval™
        • Your Free College Money Report™
      • Student Loan Plan
      • What do we get with service level X?
  • Why We Help
    • Why We Help
    • How we are different
    • Fee-Only ⬣ Flat-Fee ⬣ Advice-Only
    • Black Swan’s Founder
    • On Collaboration
    • Disclosures
  • Steps to Get Started
  • Client Portal
    • Facebook
    • Linkedin
  • Vlog
    • College Funding
    • Business Concepts
    • Retirement 101Retirement fundamentals.
    • Investing 101Basic principles of investing.
    • The Value of Advice
    • Foundational Financial Life PlanningFoundational Financial Life Planning is the first level of financial planning, what they should have taught everyone in school.
    • Webinars
    • Relationships
  • Your Free College Money Report™

The Importance of Advice

Published by blackswanplan on

Dave Butler talks about why he considers the decision to hire a financial advisor one of his best decisions.

Categories: The Value of Advice

Recent Posts
  • Winning the Lottery Featuring Mitch Chamberlain
  • Does it feel like 2021 yet?
  • The Psychology of Human Misjudgment, by Charlie Munger
Categories
  • Business Concepts
  • College Funding
  • Education
  • Foundational Financial Life Planning
  • Investing 101
  • Parenting
  • Relationships
  • Retirement 101
  • The Value of Advice
  • Thoughts & Insights
  • Webinars
Connect or Chat
  • Set Up A Time To Chat
  • Email Me
  • Linkedin
  • Facebook
  • Google Me

Related Posts

Business Concepts

The Psychology of Human Misjudgment, by Charlie Munger

The Psychology of Human Misjudgment is a great speech given by the legendary Charlie Munger. He explains how behavioral psychology can be applied to life, business, and problem-solving. Here Charlie lays out the 24 Standard Read more…

Foundational Financial Life Planning

Fee-Only or just Fee-Based?

We are a true Fee-Only firm, not just fee based.Fiduciary is the minimum, Fee-Only raises the bar. https://youtu.be/DiySIj3DLHQ You can learn more about the way advisors get paid here.

Foundational Financial Life Planning

CFP Ethics & Standards Overview

Summary of the New Code and Standards: Get a summary of a CFP® professional’s duties under the new Code and Standards. https://youtu.be/lSIn57G7WiM The Levels of Rules and Requirements: Get an overview of the levels of rules and requirements for Read more…

  • Who We Help
  • How We Help
  • Why We Help
  • Steps to Get Started
  • Client Portal
  • Vlog
  • Your Free College Money Report™