Square Peg Financial Advisory Services Intro Video #1

Hi!  Watch this video and say hello to Alan Ray, CFP®, owner of Square Peg Financial Advisory ServicesSM.  Enjoy the video bombing geese!

Square Peg Financial Advisory Services Intro Video #2

Alan will explain the basics of client interactions and how he gets paid.

Square Peg Financial Advisory Services Intro Video #3

Just what is a Financial Advisory, anyway?  The answer is less than 15 minutes away.  This is essential information.  Go easy on yourself about confusion that is natural to almost everyone.  Watching the entire video will help you avoid potentially costly misinterpretations or hasty actions.

Infographic - Square Peg Financial Advisory Services Planning Process

This visual shows the principal steps of developing a financial plan with Square Peg Financial Advisory ServicesSM.  It's always good to have an idea what to expect from the professional you engage with.

Infographic - Square Peg Financial Advisory Services Plan Implementation

After the financial plan is delivered, you may choose to implement the recommendations with Square Peg Financial Advisory ServicesSM.  This chart shows the basic pattern of activities that occur over the years of the advisory relationship.