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.

Dimensional leaders on how a trusted advisor seeks to understand the financial needs, concerns, and aspirations of investors, serving as a coach to help them reach their goals.

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.

There’s plenty of attention on AI, but there’s another, even smarter information-processing machine: the market. Dimensional uses information in prices to put the power of the market to work for investors every day.

Dimensional illustrates how when markets are rough, it’s tempting to want to make a quick change to your investments. But much like changing lanes in traffic, impulsive moves can add anxiety and risk with no guarantee you’ll benefit.

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.

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 […]