Advice a' la Carte


  • No Easy Answers to Retirement Planning Crisis
    Veteran financial writer Mary Rowland suggests that hiring an hourly, fee-only financial planner might be the best way to solve the retirement planning crisis in Bloomberg Wealth Manager, October 2002.
  • Ways to Find a Planner
    In Time magazine (November 2002), Jean Chatzky asks: Did your financial planner fail you? Here’s how to find a replacement. She calls Sheryl Garrett a leader in the trend toward compensating a financial planner on an hourly, as-needed basis and mentions The Garrett Planning Network as a resource for affordable advice.
  • Advice a' la Carte
    Read an informative article about the benefits of hourly, fee-only financial planning, as published in Bloomberg Personal Finance, December 2002.
  • Finding the Right Planner for You
    The Union Tribune (September 2004) ran this article on best ways to find and work with a financial planner. The writer's insights and trusted resources make this article a "must read."
 

Adobe Acrobat (pdf)Adobe Acrobat Reader Microsoft ExcelMicrosoft Excel Viewer
Microsoft WordMicrosoft Word Viewer Microsoft PowerPointMicrosoft PowerPoint Viewer

With the free Adobe® Acrobat® Reader® software, you can view and print Adobe Portable Document Format (PDF) files. If you do not already have Microsoft® Word®, Excel® or Power Point® installed on your computer, the viewers enable you to view and print Word documents, Excel spreadsheets and Power Point presentations. If you already have Word, Excel or Power Point installed on your computer, you do not need to download these viewers. To download any of these free programs, click a link above.


©2010 Lion Financial Planning. All rights reserved.