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Follow on Google News | ![]() Do It Yourself Financial Plan and Investment Guide ReleasedPhillip James Financial a Minnesota Fee-Only Financial Planning Company just released a DIY guide for help individuals with there financial planning needs
The Blog posts states, "This guide is for the DIY Investment Manager. It will get you off to a good start for your financial planning. We created it for individuals who are not quite ready to engage a financial planner but still know they have to get started in order to have successful retirement. This may be all you need but if you find that you still need some extra help, please feel free to reach out to us." The blog post goes on to say that it will take some effort but it [financial plan] will be better then a lot of paid services. This is nothing new for Phillip James Financial their mission is to educate and help everyone with financial advice and investments regardless of thier portfolio size. This is seen one thier website's homepage which proudly states, "No Account Minimums." This is something that is not often seen in the world of Fee-Only Financial Planning which tends to cater towards super high-net worth individuals. Phillip Christenson, the portfolio manager and financial advisor had this to say, "This guide should be helpful to a lot of people at no cost to them. It is consistent with our mission to ensure that everyone has access to objective fiduciary advice." About Phillip James Financial Phillip James Financial offers fee-only financial planning & investment management. The corporate office is located in Plymouth, Minnesota in Suite 224 of the Plymouth Office Center at 3131 Fernbrook Avenue North. Phillip James Financial is a Registered Investment Advisor (RIA) with the state of Minnesota .Phillip James Financial is Fee-Only Financial Planning and Investment management company located in Plymouth, MN. More information and the DIY Investment Guide can be found at http://phillipjamesfinancial.com. End
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