Video: How to find the Perfect Investment Person


This is a valuable resource if you want to find someone to work with for life.  In this 3-minute video I share how to conduct proper background research on finding a worthy list of ‘investment people’ to interview in-person.

Investing a small amount of time and effort upfront before setting up an in-person meeting will save you money and time in the long-run. After you watch this video and follow the research steps, click the button below video to get the interview questions.

If you would like to have me review your preliminary list and final list, please set up a meeting. I charge by the hour, it’s a very small amount when you think about what could happen if you choose the wrong person, such as: extremely high fees that are hidden, too much risk taken on in the investment choices, and in rare cases, fraud.



P.S. I use the term ‘investment person’ because the finance arena uses so many titles that it can be super confusing.  A future video will explain different investment titles. 


Things to Consider Before Purchasing a Home

Things to Consider Before Purchasing a Home

There is something that drives most of us to be home owners rather than renters. It could be that we don’t want to waste money on something that we actually won’t own at the end of the day and/or it is a sign that we are responsible and successful adults.  Whatever the reason may be, I would like to share two areas of concern to ensure you are not just following an emotion to own but are thinking about the financial variables of ownership.

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