I am passionate about helping clients understand the complex world of finance, and giving them the knowledge and tools to better understand their financial lives. Among my long-term goals as a financial planner is to be a catalyst for creating conversations about money for multiple generations of families. One of my biggest accomplishments has been pioneering a net worth and income compensation model that better aligns our fee with how we work with our clients. The model works well across various income and asset levels enabling us to serve people of all ages and generations, achieves a totally conflict free situation and can potentially reduce management fees to deliver greater value for our clients. The highlight of my career has been appearing in a feature article about retainer models on the cover of Financial Planner Magazine with my Moline partners.
By Matthew Sivertsen, CFP®, CeFT® Divorce can be messy, creating questions on how to move life forward. The team at The Planning Center have worked