TwoTen Planning's Tenets

TwoTen Planning’s Tenets:

1. Real financial planning is an ongoing, lifelong process, not a product or a one-time event. It includes identifying your values and goals, cash flow planning, tax planning, estate planning, risk management, education planning, investment management, and more.

2. Equity compensation planning, financial planning, evidence-based investing, and proactive tax planning provide a solid and reliable foundation for a successful financial life.

3. I believe in and adhere to a disciplined, long-term, evidence-based approach to investing that is backed by academic research. Speculation and market timing are not reliable methods.

4. The interests of the client always come first.

5. Open and honest communication is essential for a mutually beneficial relationship.

6. I enjoy working with people who are eager and willing to delegate their financial planning needs.

7. My fees are transparent. The fixed annual fee covers all ongoing services, including financial planning, equity compensation planning, and investment management. I only receive compensation from clients, no other entity.

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Disclosure:

The foregoing content reflects the opinions of TwoTen Planning and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as financial, legal, tax, or investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee or assurance that diversification, strategies based on Nobel prize-winning research, or any investment plan or strategy will be successful. Consult an estate attorney or qualified tax professional for specific advice relating to those respective areas.