This site teaches the basic concepts behind solutions-based financial planning to a general audience. As users will learn, what differentiates solutions-based financial planning from ordinary savings is that solutions-based financial planning starts with the goal in mind. You can't achieve your goals if you don't identify what they are. Users will see the avantage of long-term investing over simple savings accounts. This site is not intended to be an exhaustive examination of the subject and it is notintended for specialists.
Once you enter the site, buttons at the bottom of the page will allow you to progress linearly through the tutorial, but in the upper left corner, you will find a simple navigation menu should you wish to view a specific page.
Federal law strictly regulates professional financial advice and the activities that financial advisors are allowed to do. This site provides general information. It does not provide financial advice; users who wish to pursue solutions-based financial planners should consult with a licensed financial advisor. Further, this site does not endorse nor is it the product of a specific firm.