Home

Videos

Why Are We Fee-Only?: Ian takes a moment to explain why he made the choice to work on a fee-only basis when founding his firm. Curious what fee-only entails? Give this a watch.

Tips for Saving Money: Ian goes over some tips for saving money. The three tips center around how to systematize your savings so that they don't stress you out!

The 4 Video Games I'm Getting in 2019: Ian goes over the top 4 video games he'll be spending his gaming budget on in 2019. He also briefly touches on hobby budgeting. What games are you excited for?

How Do I Evaluate a Job Offer?: Ian goes over the steps to evaluate a job offer. What are some of the major considerations when you get a job offer? How do you decide whether to change jobs?

Why Should I Change Jobs?: Ian covers the common incentives for a job change. Changing jobs can provide financial incentives, more inspiration, and a larger network of current and past coworkers. What would make you consider a job change?

Why Buying a House Isn't Always Right: Ian covers the reasons why buying a house might not be right for you. Renting has some advantages that are often overlooked as part of the "American Dream."

Why is the Switch the Best Console? Ian goes over his opinion on the Nintendo Switch as a PC Gamer. He thinks the versatility, game library, and price point make the Switch the best.

Ever wonder what hiring a financial planner is like? We recognize one of the biggest fears is committing to something upfront or being sold, so we designed our process to avoid that feeling. You won't be sold in our process, we'll simply start helping you and show you what working with us would be like.

In this video Ian answers the question "What makes a CFP® Professional different?" by breaking down the steps to obtain the CFP® designation, the significance of the CFP®, what's different between a CFP® Professional and a non-CFP® financial planner, and throwing in a Star Wars joke.

Don't give into the dark side of the force! How can you make holiday shopping easier and stick to a budget?

 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.