Certified Financial Planner™ -  Whether you are looking for top financial advisors specializing in financial planning, wealth management, divorce planning, business planning and tax planning, we offer financial planning tools to make the process easier.

 

For do it yourself investors - Top Investment Publications Reviewed. See Wealth Management Section.

Website Navigation - My goal is to provide a source of financial information and tools to assist you in getting the information you need to reach your financial goals and to becoming  a savvy investor and consumer. You will find sections devoted to financial planning, starting your own business, consumer tips, saving money while traveling and personal development.

Bottom portion of this page you will find current market news and helpful financial planning tips I call "Financial Life Coach".

   Certified Financial Planner™

A Certified Financial Planner™ is a specialist, who through a specific financial planning process, objectively assesses their clients' current financial status, identifies problem areas, and recommends appropriate actions to provide comprehensive, client-based financial planning.

   Financial Planning

The financial planning process consists of six steps that help you take a "big picture" look at where you are financially. Using these six steps, you can work out where you are now, what you may need in the future, and what you must do to reach your goals. The process involves gathering relevant financial information, setting life goals, examining your current financial status, and coming up with a strategy or plan for how you can meet your goals given your current situation and future plans. 

   Wealth Management

Process involves gathering data, establishing financial goals, analyzing information, recommending and implementing investment recommendations, and monitoring performance.

   Divorce Planning

A relatively new subspecialty of financial planning, Divorce Planning combines money disciplines like accounting, financial planning, tax planning and applies them in the potentially superheated environment of a divorce.

   Business Planning

The process of building a new business, maintaining an existing business, and valuation of a business when seeking financing or sale of a business.

   Tax Planning

Providing guidance for limiting your tax liability and providing assistance when dealing with IRS on audits and collections.

    Current News 

	Current	Prior	As of date	Trend
Dow Jones Index	10,150.65	10,213.62	Aug 27 2010	Down
Nasdaq Index	2,153.63	2,179.76	Aug 27 2010	Down
S&P 500 Index	1,064.59	1,071.69	Aug 27 2010	Down
Wilshire 5000 Index	11,097.61	11,151.43	Aug 27 2010	Down
Market Volatility Index	24.45	25.49	Aug 27 2010	Down
Inflation	1.24 %	1.05	July 2010	Up
Savings I Bonds	1.74 %	3.36 %	Effective end of Oct 2010	Down
Savings EE Bonds	1.40 %	1.20 %	Effective end of Oct 2010	Up
Nat'l Avg. 1 yr. CD	1.30 %	1.29 %	Aug 27 2010	Up

For the week ending Aug 27 2010 all indices dropped for the week though Friday's close showed some signs of life. On a bright note, the VIX showed a downward trend in volatility.

 

---

Financial Life Coach Series - Updated 09/1/2010

Financial Life Coach - This will be an on going series ,  a step by step guide to achieving one's life goals. To read Prior Articles select the link.

DFI Wealth Management Blog and other Social Media

This month article will be quite brief and serve as an introduction to my business blog and other social media accounts that offer a variety of business related content.

My business blog can be found at DFI Wealth Management Blog. Post are updated usually every three days and cover a wide range of financial topics as well as non financial posts reflecting some of my areas of interest such as "travel".

Brief highlights of written articles and posts can be found at Twitter. You will also find me on Facebook where I just concluded a ten part series on the myths to purchasing real estate foreclosures.