“Helping people make sound
financial decisions”




Free Resources for Personal Financial Planning

Straight Talk Series
Straight Talk from a Financial Planner About Financial Planning
About the GRIS Process for Making Your Financial Dreams Come True
About Choosing Investments
The Investing Mistakes Most People Make and How You Can Avoid Them
 
In the Media
"Questions Remain on Implementing Pension Act"
Puget Sound Business Journal,
October 6, 2006
"Retirement happiness needs a plan for transition"
King County Journal,
August 13, 2006
"Key questions for investors going it alone"
King County Journal,
December 4, 2005
"Coffeehouse Investor: Companies can still play part in retirement savings" by Bill Schultheis
King County Journal,
October 16, 2005
"How to help employees save enough for retirement"
Puget Sound Business Journal,
October 7-13, 2005
 
Helpful Websites
Visit www.coffeehouseinvestor.com for more information on the basics of investing using index funds.
Visit www.johncbogle.com for more infomation on investing in general, the mutual fund industry and index funds.
Visit www.efficientfrontier.com for more information about the theory, history, psychology and the business of investing.
 
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