Practical guides and frameworks for executing your financial plan. Step-by-step processes, checklists, and decision frameworks to help you take action with confidence.
Advice-Only Advisor Guide
Learn how DIY investors can work effectively with fee-only fiduciary advisors. Understand fee structures, engagement models, and how to get value from professional guidance while maintaining control of your investments.
- Understanding fee-only fiduciary advisors
- The economics of advice-only vs. AUM fees
- How to choose engagement frequency
- Building an effective advisor relationship
Investment Policy Statement Guide
Understand what belongs in an Investment Policy Statement and why it matters for disciplined wealth management. Learn how to work with your advisor to create a governance document that guides every investment decision.
- The seven core IPS components
- What information you need to provide
- How your plan gets reviewed and updated
- Your advisor's fiduciary responsibility
How to Execute Stock Trades
Order types, market hours, bid-ask spreads, and account rules. Understanding the mechanics of trade execution to avoid costly mistakes and account violations.
- Market orders vs limit orders
- Understanding bid-ask spreads
- Time-in-force options
- Avoiding settlement violations
How to Buy Bonds Online
How to find and purchase Treasury, municipal, and corporate bonds. New issues, secondary market buying, and navigating bond screeners at major brokerages.
- Using TreasuryDirect
- Brokerage bond screeners
- New issues vs secondary market
- Municipal bond markups
Vetting Private Investments
Key due diligence questions for private investments: REITs, private equity, hedge funds, and alternatives. A systematic framework for evaluating complex offerings.
- Fee structure analysis
- Liquidity and lockup evaluation
- Manager due diligence
- Red flags to watch for
Illiquid Asset Exit Guide
Calculate the true exit price for non-traded REITs, private funds, and annuities. Georgia-specific guidance and break-even analysis for unwinding complex positions.
- Surrender charge calculations
- Secondary market options
- Tax implications of exit
- Break-even analysis framework
Ready to Work Together?
If you're looking for fee-only fiduciary guidance, explore our advisory services or schedule a call to discuss your situation.