Resources

White Papers

Current Environment – Investment Outlook for 2012

5 Common Financial Planning Myths

Most Popular Free Downloads

Our Fiduciary Oath

Monthly Expense Template- Customizable MS Excel File with instructions for use

Debt Snowball Template- Customizable MS Excel File with instructions for use

Online Articles

What I learned from my Dad – Peter Buffett

Helpful Financial Planning Links

NAPFA Consumer Webinar Series- Informational webinars on a variety of topics: What is financial planning?, Kids and Money, Money 101: Knowing the Basics, Protecting What you Have, etc