October 17, 2023
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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September 21, 2023
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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NAPFA Fiduciary Oath – Placing Client Interests First
NAPFA Code of Ethics – Placing Client Interests First
Having a Financial Coach in Your Corner
The Power of Markets
The Power of the Market, the Ultimate AI
In Markets as in Traffic, Impulsive Moves May Not Help You Get Ahead
Implications of Investor Behavior
Case Study: Charles and Maxine – Nearing Retirement
Case Study: David and Heather – Married with a Growing Family
