October 24, 2016
A Values-Based Approach
Values-Based Financial Planning is not a slogan – it’s an international network of advisors with a singular focus to embed a personal, more client centric approach into their business....
Pre-Time Freedom
October 10, 2016
Who is our Money Manager?
When it comes to helping clients manage their money, we seek partners who are consistent in their approach, clear about their purpose and look at managing the investment as if it were their own. My practice has worked closely...
October 10, 2016
Adding Incremental Value
Our preferred money manager, Dimensional, has an approach to investing money that continually seeks to add value, irrespective of the size of the saving. As long term investors, the firm appreciates that every dollar counts and fight hard to...
October 7, 2016
Ted’s Journey
As a small business owner, Ted is acutely aware that when you invest in an advisor you weigh the benefits of their advice against the costs involved. Having known Bret for several years and heard positive feedback from others who...