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What is a Chartered SRI Counselor?

December 26, 2018

The CSRIC Professional Designation Program is the first financial credential specifically focused on SRI concepts.  I am proud to be a member of the inaugeral class of CSRIC recipients.

How does Riskalyze Work?

December 26, 2018

Riskalyze will help me take your fear out of investing by allowing you to understand your exposure and thinking about what you will do in a downturn before it happens.  Watch the video and click the green "Free Portfolio Risk Analysis" button on the bottom left of any page.

Why is Riskalyze a Key Part of My Offering?

December 26, 2018

At Your Best Path Financial Planning we are committed to finding and using the best tools, partnering with the best minds in financial services technology.  Riskalyze helps me help my clients get on and stay on the right track - their distinct best path.  Click the green "Free Portfolio Risk Analysis" button at the bottom left of any page to get started.

The Truth Behind Sustainability Investing

December 26, 2018

This video was published back in 2013, and the numbers have only gotten far better in the last 5 years.  The US SIF Foundation’s 2018 biennial Report on US Sustainable, Responsible  and Impact Investing Trends, found that sustainable,  responsible and impact investing (SRI) assets now account for $12.0 trillion - or one in four dollars - of the $46.6 trillion in total assets under professional management in the United States, a 38% increase over 2016. 

Tuning Out the Noise - Dimensional Fund Advisors

December 10, 2018

What a difference the right advisor makes. You won’t find me on this company’s list because I am not a money manager, but the message still applies.  Oh, and Garrett Planning Network Members like me have access to Dimensional Fund portfolios designed exclusively for our network.

Fee-Only Network

December 10, 2018

I am proud of the business model that I have chosen for my practice. I am a Fee-Only advisor, I am your fiduciary in every interaction, and I am independent - answerable to no one but my clients. This video explains why those 3 qualities are so important in a financial advisor.