Why subscribe?

As the financial advice industry continues to transition from primarily investment advice to true comprehensive financial planning, the challenges in analyzing client situations, communicating advice, implementing plans and coaching clients to adopt healthful financial practices have grown more complex.

This blog is primarily geared to financial advisors catering to high net-worth individuals and those wishing to learn more about the thorny issues that these financial advisors face. There will be a mix of analytics-heavy posts as well as examinations on how to communicate with clients more effectively.

Most posts won’t provide easy answers but instead will offer considerations for how to approach these challenges.

Financial Planning Unfiltered is written by Lindsey Young, who is the founder of Quiet Wealth, a financial planning and investment management firm that serves pre-retirement professionals. Lindsey has had a long career in various professional advice industries and is also a finance nerd, which means that she is passionate about delivering financial advice to help clients achieve their goals. Lindsey received a B.A. from Williams College and an M.B.A. from Harvard Business School.

Stay up-to-date

You won’t have to worry about missing anything. Every new edition of the newsletter goes directly to your inbox.

Join the crew

Be part of a community of people who share an interest in wonky financial planning advice.

To find out more about the company that provides the tech for this newsletter, visit Substack.com.