I started this series because of a pattern I kept running into.
People would sit across from me, often coming from a large national brokerage firm, and when I
Nearly half of investors check their portfolio at least once a day.1
Many of them aren't reviewing anything.
They're refreshing a number. Watching it move
Hiring a financial advisor is one of the biggest decisions most people make without really knowing what comes next.
You hand over your financial life to someone
I have sat across from a lot of accomplished people who were certain their estate was handled.
They had a will. A good attorney drew it up. They read it, signed
The woman I'm going to describe in this piece isn't one person. She's a pattern. I've worked with enough women in her situation that I can describe her clearly
Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back.
Then comes a quieter assumption
Your Personal CFO
There is a phrase I have heard tossed around in the financial advisory world for years. The idea of an advisor acting as a "personal CFO" for
What Clarity Actually Does for Your Financial Life
Most people who walk into my office for the first time are not confused about money in the way they think they
When new clients come to Riverstone Wealth Planners for the first time, one of the most common things we discover during the initial planning process isn't a
When most people think about tax planning, they think about April. The CPA calls. Documents get gathered. A return gets filed. The result is either a refund or
