Our Privacy Notice explains how we collect, use, disclose and protect personal information about you in connection with your use of our website, our social media pages, or any of the services we offer. Last updated October 28, 2016.View Privacy Notice
Legally known as the Form ADV Part 2A and 2B, these brochures are provided to all investment advisory clients and describe the types of advisory services we offer, our fees, potential conflicts of interest, and other important information about us and our financial planners.
If you purchase an investment advisory service from us—Financial Appointments, Financial Checkups, or Financial core classes or events—you agree to the terms of this contract, which details the length and scope of your investment advisory relationship with us.
Blogger Zina Kumok shares the relocation, salary negotiation, and benefits mistakes she made at her first job—and how she turned her learnings into a successful career.