How Fee-only Financial Planning Works

You know your personal financial advisor gets paid. They run a business, after all. Have you ever had a discussion with your personal financial advisor about how he or she makes a living? Do you know the differences in compensation types for financial planners? In this post, we’ll look at how fee-only financial planning works, describe the pros and cons and share questions you can ask your financial planner.

You know your personal financial advisor gets paid. They run a business, after all. Have you ever had a discussion with your personal financial advisor about how he or she makes a living? Do you know the differences in compensation types for financial planners? In this post, we’ll look at how fee-only financial planning works, describe the pros and cons and share questions you can ask your financial planner.

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Be an Active Participant in Your Portfolio’s Financial Investment Health

As a physician, you have an expectation that your patients and their families will be actively involved in their own health care and take responsibility for following your advice—or advocating for an alternative approach. Even the best doctor cannot make good progress on a case if the patient remains disengaged or defiant. Specialized financial planning for physicians is just as critical to maintaining financial health.

As a physician, you have an expectation that your patients and their families will be actively involved in their own health care and take responsibility for following your advice—or advocating for an alternative approach. Even the best doctor cannot make good progress on a case if the patient remains disengaged or defiant. Specialized financial planning for physicians is just as critical to maintaining financial health.

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Experts Offer Personal Financial Advice

Over the years, you’ve received plenty of advice on how to make the most of your money — pay yourself first, invest for the long-term, shop smart — but what recommendations are most important to follow? Kim Molitor weighs in on personal finance tactics she uses in the January edition of Women Magazine.

Over the years, you’ve received plenty of advice on how to make the most of your money — pay yourself first, invest for the long-term, shop smart — but what recommendations are most important to follow? Kim Molitor weighs in on personal finance tactics she uses in the January edition of Women Magazine.

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Election Results Are In… Now What?

Our job as investment advisors is to find winning areas of the market for our clients. This means we have to divorce ourselves from personal political feelings and adapt to the ever-changing environment around us, such as choosing a new president-elect. Regardless of who wins a presidency and what side of the aisle he or she represents, the market will typically have winners and losers. It is our job to methodically find the winners.

Our job as investment advisors is to find winning areas of the market for our clients. This means we have to divorce ourselves from personal political feelings and adapt to the ever-changing environment around us, such as choosing a new president-elect. Regardless of who wins a presidency and what side of the aisle he or she represents, the market will typically have winners and losers. It is our job to methodically find the winners.

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Contact Us

Windward Wealth Strategies Northeast Wisconsin Office 2370 State Road 44 STE A Oshkosh, WI 54904