How To Get Free Help With Your Finances

October 08, 2015

Want free help with your finances? From the beginning of Oct to the beginning of Nov, the CERTIFIED FINANCIAL PLANNING™ Board of Standards, the Financial Planning Association®, the Foundation of Financial Planning, and the US Conference of Mayors are offering Financial Planning Days in cities all across the country. At each event, CERTIFIED FINANCIAL PLANNER™ professionals will be volunteering to provide free one-on-one financial counseling and education sessions to members of the public without selling products, giving out business cards, or collecting contact information. Continue reading “How To Get Free Help With Your Finances”

What is a Financial Educator?

December 05, 2013

A few weeks ago, I wrote about my journey towards a career in financial education. But now whenever people ask me what I do, I always prepare for a longer conversation than if I were to say I’m a lawyer or I work for Google. If I say I’m a financial planner, people assume I’m selling something. If I say I’m a financial educator, people assume I teach at a school or university. To understand financial education, let’s take a look at how it relates to financial media, sales, and advice since I have some experience with each of them: Continue reading “What is a Financial Educator?”

Why I Gave Up My Securities Licenses

November 01, 2013

One of the things I wrestled with prior to making the decision to join Financial Finesse was the fact that they wanted, no….REQUIRED, that I give up my securities licenses. I had studied HARD to pass the Series 7, 63, 65, 24, 8, and 31 at various points along my path. I had to give serious thought to this particular decision. Continue reading “Why I Gave Up My Securities Licenses”