Here at Willow Planning Group, we value communication and transparency. We wanted to write this blog post to explain a little bit more about the process and fees when you decide to begin to work together, as well as explain our fiduciary and fee only model. The financial advisor model has changed over the last […]
Read More… from Understanding the Financial Planning Model, Process, and Fees
As I catch my breath from 2018 and look into 2019, visions of goals are dancing in my head. Last year, I talked about how instead of resolutions, I used themes to guide my way. Themes can evolve through the year as you reach different goals along the way. Or, if you get caught in […]
Myth #1: I need to get my finances in order before working with an advisor. Myth #2: I need to be wealthy. If you want to get your finances in order and are not rich, then you are my perfect client! In fact, you are the perfect client for many of my colleagues at the […]
Read More… from Debunking the Myths about Financial Planning
All About That Credit is a 4-part series about establishing, improving and maintaining good credit. Credit is a complex topic, and while I hope this series will be informative, I welcome questions specific to your particular situation. Part 3: Your Credit Report Scenario: You decide you are going to purchase a car. You have had your eye […]
It’s a new year and that can mean a lot of things. For those of us in New England, January means cold weather. But on the bright side, it also means making chili, snow skiing (my favorite!), and watching all of the best picture nominations. And most importantly, to me, January means starting fresh. I […]
