Dear Clients,

This year will mark my 3rd Anniversary as a member of the Garrett Planning Network.  The shared philosophy of all members of the Network spearheaded by Sheryl Garrett, the founder, is that financial advice is best made available on a fee-only hourly basis by advisors willing to take on a fiduciary duty to their clients.  This idea was unique and controversial 15 years ago, but I’m excited to say it has become recognized as important to the financial health of our country even if it remains unloved by the giant financial services companies.

On February 23rd, while speaking at the AARP Headquarters, President Obama both recognized Sheryl Garrett for her work and quoted her.  I wanted to share this short clip with you.

http://garrettplanningnetwork.com/the-president-of-the-united-states-quoting-sheryl-garrett/

I appreciate the opportunity to serve you and look forward to the work we will continue to do together.  Collaborating with my colleagues in the Garrett Planning Network will help me continue to do the best helping you.

Best,

Diane

Financial advisors work under so many different business models. Many models are geared for those with $1 million or more in assets to manage. What happens if you don’t have $1 million to manage? There are choices as usatoday.com points out in this article:

http://www.usatoday.com/story/money/personalfinance/2013/05/05/middle-class-financial-advice/2090441/

Do you want to know more about how Direction Financial Management works with middle class clients? Our business model is designed around your specific needs. Call us at 414.333.3396 or Contact Us to learn more.