Real Financial Professionals Blog

Real Financial Professionals connects consumers with investment professionals who have made a commitment to low-expense investing.

To qualify for a listing on RealFinancialProfessionals, advisors must be enrolled in a professional education program about low expense investing and financial planning.

Monthly classes are taught by independent thought leaders who have helped establish best practices for investment management and financial planning fiduciaries for over three decades: economist Fritz Meyer, portfolio design expert Dr Craig Israelsen, and tax and financial planning educator Robert Keebler, CPA/PFS.

RealFinancialProfessionals brings transparency to the opaque financial services industry by verifying an advisor’s subscription to continuing education about low-expense investing, quantitative analysis of economic fundamentals, and tax and financial planning.

Imagine It, Then Make It Happen

It was July 3, 2003 and I just hired Sharon Hoover as my business coach. Sharon asked me to write a note before our first coaching session. My assignment: Explain where I wanted to be in a year. Assume that everything worked out just the way I wanted. What did that look like? Here's what I wrote:   It's July 3, 2004. I wake up and work out for...
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