Pasadena Financial Planner -- Pasadena, California

Living Expense Tracking Methods

Many people do not track their living expenses and do not understand the magnitude of their consumption. Failure to monitor your consumption expenditures means that they are flying blindly regarding their future finances. If you do not understand how much you spend and how much you are saving and investing, you simply do not have [...]

Your Family Financial Planning

10 Financial Planning Steps in the Right Direction Families need an objective financial planning process. In addition, they need to be in control — whether or not they have a family financial planning consultant. With a well-designed and personal financial plan, you can optimize your financial affairs over your lifetime. You can greatly reduce the [...]

Personal Investment Strategy

Step 6 of 10 Personal Financial Planning Steps in the Right Direction This is one of the “10 Steps in the Right Direction” that make up The Pasadena Financial Planner‘s personal financial planning and personal investment management process. For a summary of these ten steps, see “Your Family Financial Planning.” To find an in-depth article [...]

Investment Asset Allocation

Step 5 of 10 Personal Financial Planning Steps in the Right Direction This is one of the “10 Steps in the Right Direction” that make up The Pasadena Financial Planner‘s personal financial planning and personal investment management process. For a summary of these ten steps, see Your Family Financial Planning. To find an in depth [...]

Investment Diversification Strategy

10 Personal Financial Planning Steps in the Right Direction This is one of the “10 Steps in the Right Direction” that make up The Pasadena Financial Planner‘s personal financial planning and personal investment management process. For a summary of these ten steps, see “Your Family Financial Planning.” To find an in depth article for each [...]

Investment Risk Tolerance

10 Personal Financial Planning Steps in the Right Direction This is one of the “10 Steps in the Right Direction” that make up The Pasadena Financial Planner‘s personal financial planning and personal investment management process. For a summary of these ten steps, see “Your Family Financial Planning“. To find an in depth article for each [...]

Financial Planning Tools

10 Personal Financial Planning Steps in the Right Direction This is one of the “10 Steps in the Right Direction” that make up the Pasadena Financial Planner‘s personal financial planning and personal investment management process. For a summary of these ten steps, see “Your Family Financial Planning.” To find an in depth article for each [...]

Your Personal Financial Planning Skills

10 Personal Financial Planning Steps in the Right Direction This is one of the “10 Steps in the Right Direction” that make up The Pasadena Financial Planner‘s personal financial planning and personal investment management process. For a summary of these ten steps, see Your Family Financial Planning. To find an in depth article for each [...]

Reasonably Priced Financial Planning Services

Do you want reasonably priced, comprehensive financial planning services from a responsive fee only investment advisor and personal financial planner? You can reach me by using the contact form below. . I am committed to the financial education of my clients. I strongly believe that financial education will help you to make much better personal [...]

Find the Best Independent Financial Planner

Get help from an independent financial planner and fee only investment advisor who will: Take the time necessary to understand your family’s personal financial and retirement planning situation in comprehensive detail Provide thorough, personalized, and specific financial action plans Put you at the center of decisions using a sophisticated and fully automated personal financial planning [...]