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NAPFA Code of Ethics – Placing Client Interests First

Accountable Financial Planning LLC is serious about placing the interests of our clients first at all times.

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NAPFA Fiduciary Oath – Placing Client Interests First

Accountable Financial Planning LLC is serious about placing the interests of our clients first at all times.

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The Power of Markets

Curious about how markets work? This video explains how security prices are set and how they change based on the collective knowledge of buyers and sellers. Armed with this information, investors will better understand how and why markets work.

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Independent Objective Advice

Weston Wellington, Vice President at Dimensional, describes how independent objective advice, delivered by a financial advisor can help investors have a better investment experience.

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Research in Focus: Mutual Fund Landscape

Which mutual funds outperform their benchmarks over time? Wes Crill, PhD, walks through Dimensional’s annual analysis of a representative sample of the mutual fund industry and reveals key findings from the research.

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Implications of Investor Behavior

Dimensional Regional Director Scott Bosworth discusses the impact emotions can have on an investor’s portfolio, citing research and examples from a recent client event.

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Dimensional’s Flexible Trading Approach

In this client-ready video, Dave Twardowski, PhD, examines the pricing advantage that investors can get from Dimensional’s patient and flexible approach to trading.

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Case Study: Charles and Maxine – Nearing Retirement

Ready to retire soon, but do they have enough? How did they go about hiring Accountable Financial Planning LLC? After discussing their unique situation and goals with Andy Kerns, CFP ® during a free initial consultation, it was agreed that a one-year retainer service agreement with Accountable Financial Planning LLC would provide them with the […]

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Case Study: Laura – Just Getting Started

What to do when you have lots of debt and are just getting started? How did Laura go about hiring Accountable Financial Planning LLC? After discussing her unique situation and goals with Andy Kerns, CFP ® during a free initial consultation, it was agreed that an hourly service agreement with Accountable Financial Planning LLC would […]

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Case Study: David and Heather – Married with a Growing Family

How to navigate financial decisions while balancing expenses of a growing family with saving for the future? How did they go about hiring Accountable Financial Planning LLC? After discussing their unique situation and goals with Andy Kerns, CFP ® during a free initial consultation, it was agreed that a one-year retainer service agreement with Accountable […]

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