Accountable Financial Planning LLC

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

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

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.

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

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.

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.

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.

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 […]

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 […]