Hiring a “financial advisor”

Hiring a “financial advisor” can be difficult. Here are some tips for you to use when evaluating an investment advisor or financial planner. Know what type of financial professional you are speaking with The financial services industry unfortunately suffers from hopelessly obscure and arbitrary titles. But you should know what type of financial professional you are speaking with because that … Read More

Financial Coaching: What to Expect Working with Me

Financial Coaching Onboarding My financial coaching program is a 6-month program for young professionals who have an estranged relationship with money. As such, this program requires much more face to face time than our Investment Advice and Management program. Caution: this program is designed for real change, not maximum convenience.  Financial Coaching Step 1) Pre-Program Assessment and Qualification. The first … Read More

Investment Advice: What to Expect Working With Me

Maybe you’ve never worked with an investment advisor and you are wondering what to expect when you join uVest Advisory Group, LLC. This article will walk you through the process. Investment Advice and Management Onboarding: What to Expect My Investment Advice and Management Program provides low-cost investments, convenience, and advisor implemented investment services for my clients. Here’s what you can … Read More

Picking a Niche for Your Business

Crafting a niche in your business will leave both you and your clients happier. You will build quicker rapport, understand client issues on a deeper level, provide a better service, and achieve better outcomes. Many small business owners avoid “niching” because they fear they will lose business opportunities outside their niche. They have incorrectly assumed that fishing for a variety … Read More

Learning is Doing – You Can’t Afford Not to Make Mistakes

Not doing anything when you don’t know what to do can be worse than doing something and making adjustments later. I see this all the time with young professionals and their investments. Many of them have built successful careers or businesses in a non-finance or non-investment related field. As such, they haven’t devoted their time to learning about investment strategies … Read More

You Are What You Read – Focusing on Financial Goals

When times get tough, it takes a little more focus to stay on track financially. One strategy for focusing on your financial goals is to literally occupy your mind with your goals. This is a great way to motivate yourself into doing what needs to be done; especially when you may not feel like it.  I’ve used this strategy on … Read More

As a Financial Planner, this is My Favorite Client Service

I’ve been offering investment management services since I was a sophomore in college at the University of Evansville. After receiving my CFP® certification, I offered traditional comprehensive financial planning services like retirement planning, tax planning, and, estate planning. But there’s one service that I enjoy more than all others, financial coaching. Let me explain why. Financial planning and investment management … Read More

Financial Coaching for Millennials

This article is about how and why I’ve turned to financial coaching for my clients. Financial coaching is a relatively new and interesting kind of service in the financial services industry. I became interested in financial coaching for millennials (like me) in 2018 as I was building my own company, uVest Advisory Group, LLC, an investment advisory firm. My goal … Read More

Making Better Tough Decisions

Making tough decisions is by definition — tough. One strategy that I’ve found to work for me is something I picked up from the Autobiography of Benjamin Franklin. In it, Franklin writes about creating a standard “pros and cons” list. But Franklin takes it one step further by assigning values to his pros and cons. The values would represent their … Read More

Crafting a Vision for Your Business

Running a business can be hectic. You will have to be put out fires and fix upended plans at some point. It helps to have a compass of sorts that you can use to get back on track when this happens. The most fundamental compass you can have in your business is a vision. Crafting a vision for your business … Read More