Financial Planning Reading List

The Pasadena Financial Planner has written extensively about personal financial planning and investment management on a variety of websites. When I work with clients to develop their customized lifetime financial and investment plans, they often ask what they should read to improve their financial literacy.
This article provides a list of recommended reading from among the [...]

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 [...]

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 step, [...]

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 step, [...]

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 step, [...]

Fee Only Financial Planner for Those Who Are Not (Yet) Fabulously Rich

Most investment planning services firms focus on the interests of the wealthy, while the financial services industry and full service brokers hide fees within excessively costly and supposedly “free” financial products sold to the affluent middle and upper middle class
Using hundreds of thousands of what the securities industry calls “producer” employees, the brokerage industry sells [...]

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?
I am committed to the financial education of my clients. I strongly believe that financial education will help you to make much better personal financial planning decisions across your lifetime. Together, we can significantly improve the [...]