What will financial planning do for you?The purpose of financial planning is to provide a personalized plan, to advise and guide you in making financial decisions that will enable you to achieve your goals and ambitions. We listen, educate, present options, yet recognize that the final decision is up to you, the client. Our goal for you is financial self-reliance.
The Fast Financial Focus is a process of developing a written financial plan. Having a financial plan provides a definite advantage toward the achievement of your goals.
Why Fee-only?A fee-only planner works on a fee-for-service basis. He/she does not earn any commissions, referral fees or the like from any products such as insurance or investments used in the implementation of the plan. This allows the planner to remain unbiased and work in your best interests.
“One possible reason why things aren’t going according to plan… is that there never was a plan.”
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All written content on this site is for information purposes only. Opinions expressed herein are solely those of A.J. Frank, CFP®. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered by A.J. Frank, CFP®, a registered investment advisor in the state of California.
The presence of this web site on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of California or where otherwise legally permitted. We are legally empowered to provide investment advisory services to residents of California and certain other states.