When not writing about financial planning for Deloitte employees, I’m practicing financial planning and investment management at Define Financial.
Having spent several years in the financial planning and investment world, I choose to work with Define Financial because of their unique characteristics:
• Low-cost approach to investing: money for the client, and not the money managers
• Fiduciary standard: putting the client’s interests first
• Commission-free: to lead with financial planning and not with sales
If you have a question about financial planning (and you’re an employee of the Big Four), shoot me an e-mail at jon@DefineFinancial.com. If you’re interested in working with me at Define Financial, you can learn more here.