Plan With Dan

Financial Independence

We'll discuss the goals of financial independence, and how those goals can change from person to person.

Common Money Mistakes

We'll walk through some of the simple mistakes that can have a big impact.

Income Planning

We'll teach you everything you need to know about income planning. 

Yogi's Financial Wisdom

We'll take some financial wisdom from Yogi Berra.

Where Do You Stand

We'll discuss the different stages of retirement planning and how you think about them. 

Pre-Flight Checklist

We'll make sure you have everything you need to take off into retirement. 

Breaking Down Your Financial Statements

We'll help you to better understand your complex financial statements. 

Major Life Events

We'll discuss the impact major life events could have on your retirement. Don't worry; we'll make sure you're prepared. 

Rookie Mistakes

We'll help you avoid the rookie mistakes even the most seasoned investors can make. 

Beneficiary Mistakes

We'll share with you five important mistakes people make when naming beneficiaries.