Category: Client Experience

Our Favorite [Financial] New Year’s Resolutions

It’s that time of year when many of us think about establishing one or more New Year’s resolutions. This often means committing to improving one’s …

Read More →

Tips for Using Zoom, Teams, or Other Video Conferencing

Most of us are using some form of video conferencing these days, and there’s a good chance you’ll use it with friends and family this …

Read More →

Mistakes to Avoid When Hiring a Financial Advisor

Finding qualified, independent financial advice can be difficult. With so many people claiming to be financial planners, financial advisors, financial counselors, wealth managers, how do …

Read More →

How Do We Help?

At Total Wealth Planning we embrace the fiduciary standard requiring us to always act in our client’s best interest, at all times. We strive to …

Read More →

How Our Expertise Benefits Clients

  Reduce Complexity – Investments, taxes, insurance, and estate planning can be very complicated topics. Too much information can be overwhelming. We explain this in concise, plain-spoken …

Read More →

Total Wealth Planning is pleased to announce that Schwab has reduced the trading costs on ETFs (Exchange Traded Funds) to $0.

  Total Wealth Planning provides holistic and comprehensive wealth planning services that are delivered by our experienced and credentialed advisors. This “total” approach allows our …

Read More →

Money Buys Some Happiness. These Methods Can Do More.

Everyone deserves to be happy, right? Research has shown that once you take care of basic needs, additional money doesn’t materially increase your happiness level. …

Read More →

Awake at Night Worrying?

Do any of these concerns keep you awake at night? How much money do I need to save for retirement? How do I pay for …

Read More →

Our Enhanced Client Portal

Many of our early adopter clients have been pleased with using our secure client portal. If you’re not using the portal yet, here’s a few features that …

Read More →

Fee-Only Advice: What It Means for You

“I think I pay my advisor a fee. But I also think there’s a commission, too. Actually, I’m really not sure.” At Total Wealth Planning, …

Read More →