Am I Going to Be Okay? The Anxiety & Excitement of Transition
Posted by Paul Pradel CFP®, ChFC, CLU on Mon, 07/01/2019 - 19:00
The combination of excitement and anxiety is very common during a time of transition. So are the butterflies we all feel. Learn how a holistic plan has helped others during these times in my latest article.
Shirts and Financial Plans: The Hidden Steps That May Surprise You
Posted by Paul Pradel CFP®, ChFC, CLU on Wed, 06/05/2019 - 17:00
One size does not fit “most.” Those shirts you see at Nordstrom take many steps to show up on the shelf. So does a tailored financial plan. Uncover the hidden steps that go into creating both in my latest article.
Three Buckets Investment Philosophy
Posted by Paul Pradel CFP®, ChFC, CLU on Thu, 05/09/2019 - 09:00
The topic of investment philosophy surfaces with every client in our initial meetings and is revisited throughout the relationship. My investment philosophy centers on a number of factors such as risk tolerance, investment mix and experience, asset size, and goals. However, time frame is at the center of this discussion and is a critical component in determining how to invest. And for investment time frame, I call my approach the “Three Bucket Theory”.
Becoming a Financial Steward: 3 Elements for a Healthy Foundation
Posted by Paul Pradel CFP®, ChFC, CLU on Tue, 04/09/2019 - 14:00
April is National Financial Literacy month, and as a financial planner, I look for opportunities to teach the next generation basic financial skills. One of the concepts that I share with the students is one that I cover with all of our clients: financial stewardship and what it means to be a good steward with your finances.