Financial Design Studio, Inc., Author at Financial Design Studio - Fee-Only Financial Advisor in Chicago Illinois

Episode 42: Start with Why: Trevore’s Story

In this episode, we interview the COO of FDS. We explore Trevore’s story, what he cares about, and how he stays balanced.

Many aren’t sure how to set financial goals. In this video, ICF coach Sarah Fincher shares how she works with her clients on their goals.

Doing the “right things” isn’t always enough. In this episode we talk about how defining what you want matters for how to set goals.

In this video, target date funds are explained, we share the pros and cons of using this strategy, and how age based funds work.

In this episode, we explain what these are, their pros and cons, and when the might be an important piece of your strategy.

In this video we break down why our investment management focuses on asset allocations of stocks, bonds, and cash.