The applications below help address investors' greatest fear - If things go badly in the markets will I still be okay? Nest Egg Guru makes client facing software to help financial advisors engage with and educate clients and prospective clients. The company was co-founded by J.R. Robinson and is the sister company to Financial Planning Hawaii.
Services
There are three basic models for paying for full-service investment and financial planning guidance - fee-only planning (flat fee/retainer/hourly), asset-based advisory fees, and traditional transaction-based brokerage commissions. Each of these models has advantages and limitations relative to the others, and which model(s) fits best will likely depend upon individual client circumstances and interests.
This section of the FPH website provides an archive of podcasts produced by FPH founder, J.R. Robinson. The podcasts were originally distributed in Financial Planning Hawaii's (roughly) monthly client newsletter and posted to SoundCloud. They were produced out of recognition that consumers increasingly prefer audio and video content to written text.
Robinson is a financial planner but does not hold the CFP designation and his detailed critiques of the CFP Board were cited in The Journal's scathing feature on lax Board oversight of member CFPs. America's Broken Financial Advisor Promise - What's Wrong with the CFP Board & Why You'd Better Check Twice Before Trusting a Certified Financial Planner.
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