Fident Financial Blog

Financial Tips for Everyday Life

The One Page Financial Plan Course

I was honored to be able to collaborate with an industry hero – Carl Richards – in producing an online course designed for Financial Advisors to implement One Page Financial Plans. Since launching Fident in 2017, the One Page Plan has been a practice I’ve embraced and refined over the years. I’ve spoken to hundreds…
Read More

Calibrating Capital

I post weekly over at Calibrating Capital – so if you want to get a better feel for what I, and Fident, are all about, this would be a great site to check out (and perhaps subscribe to the weekly emails). Follow the link below: Calibrating Capital

Meaning of Fident

Fident is, in a very technical definition, the third-person plural future active indicative of the Latin verb fīdō.  Fido means to trust, to put confidence in, or to rely upon (which may explain it’s popularity among our K-9 companions). Fident < ‘fɪdɛnt >: to trust, to put confidence in. When clients are choosing a financial advisor, they are…
Read More

How Financial Advisors Get Paid

One of the extremely gray areas of the financial services industry is how financial advisors are paid. Even defining who actually is a financial advisor isn’t super clear with so many different job titles and folks calling themselves financial advisors. Other financial professionals – such as CPAs and estate attorneys – have straight-forward compensation: you…
Read More

Defining the Why of Investing before the How

A lot of times when an individual starts talking with a financial advisor, they have a certain investing idea or goal in mind – such as starting a Roth IRA, rolling over a 401k, or saving for their kids’ future college costs.  Other times they want a specific investment idea – such as which mutual…
Read More