The Financial Takeoff

09/12/2025

Thinking about hiring a financial coach? Here’s what they can (and can’t) do for your money.

08/29/2025

🤖 Robo-advisors have grown rapidly in popularity, offering convenience and low cost. But they aren’t a one-size-fits-all solution. In this week’s blog, I share the key benefits, limitations, and common pitfalls to watch for.

08/21/2025

🤖 Robo-advisors are becoming a popular way to invest — but are they right for you?

In my latest blog, I break down what robo-advisors are, how they work, and when they do (and don’t) make sense.

Read this blog & more on The Financial Takeoff website!

08/16/2025

🕵️‍♂️ Ever wondered if your financial advisor has any client complaints or disclosures? Knowing where to check can protect you — and others — from potential issues.

In our latest blog, we break down:
✅ How to research advisors using FINRA, SEC, CFP Board, and CFA Institute databases
✅ A quick rule of thumb for which complaints go where
✅ Tips for staying informed and proactive

Link to full blog and more content is in my bio. Have a great day!

08/16/2025

🕵️‍♂️ Ever wondered if your financial advisor has any complaints or disclosures? Knowing where to check can protect you—and others—from potential issues.

Link to this and more in my bio

08/16/2025

🕵️‍♂️ Ever wondered if your financial advisor has any complaints or disclosures? Knowing where to check can protect you—and others—from potential issues.

Link to this blog and more content in my bio!

08/08/2025

💬 Not sure if it's time to part ways with your financial advisor?

Sometimes the hardest part isn’t deciding — it’s knowing how to move forward. Our latest blog breaks it all down:

✅ Questions to ask
✅ What to expect
✅ What to ask for and keep
✅ Common transfer mistakes to avoid

👉 Read the full post here: www.thefinancialtakeoff.com/content/how-to-leave-your-financial-advisor

08/08/2025