Resource Financial Planning

Financial Planning

Person Preparing for a Recession by Putting Money in Piggy Bank
Greg Welborn

How to Prepare for a Recession

A recession is a period of economic downturn that can affect governments, businesses, and individuals. Recessions often include higher unemployment, stagnant wage growth, and reduced

A graphic of a man holding a big calculator next to a circle graph with a money symbol in the middle.
Greg Welborn

High-Net-Worth Financial Planning

High Net Worth Financial Planning: What Does It Look Like? It’s a simple statement, but it’s true: Financial planning is an important consideration for just

A concept image illustrates the concept of a recession, with a downward-trending graph on a background of charts and financial indicators.
Greg Welborn

What is a Recession, Exactly?

Recessions are an unfortunate fact of life. These economic downturns happen occasionally, and the broad economic factors that cause them are outside of any single

A man next to a piggy bank looking puzzled
Chris Siraganian

Managing a Financial Windfall

Sudden wealth is a blessing to many, but sadly it becomes a burden for too many people and has actually ruined lives. You would think

Saving for Retirement at 50
Scott Sommers

Saving For Retirement At 50

Saving for retirement is one of the most important baseline financial steps you must take in order to have a successful retirement. As basic as

how to attain real wealth
Greg Welborn

How To Attain Real Wealth

Real Wealth There’s a lot of talk about wealth – how to create it, grow it, keep it – but we often wonder if people

working with a financial planner
Chad Germann

Working With a Financial Planner

Working with a Financial Planner: It’s Not just Business, It’s Personal What do you picture when you think of financial planning? Spreadsheets? Graphs? Investment management

value investing vs growth investing
Danny Beckwith

Can You DIY Your Finances?

Can you DIY your personal finances? By now, most of us are familiar with the term DIY or “do-it-yourself”.  The idea behind DIY is essentially

value investing vs growth investing
Chris Siraganian

Investment Checklist: step one, have cash flow?

https://player.vimeo.com/video/352369173 Investment Checklist What is investing? We all hear about the great investors like Warren Buffett, Jack Bogle, and Benjamin Graham. Hollywood portrays these investors

financial wisdom video
Danny Beckwith

Financial Wisdom and Fee Only Advice

https://player.vimeo.com/video/324755411 Value of Fee-Only Advice After being in the business for a while now, I have found that most people really don’t know what we

How-to-Become-a-Millionaire
Greg Welborn

How to Become a Millionaire

https://player.vimeo.com/video/331107939 Do You Want To Be A Millionaire? Do you want to be a millionaire? Of course, that’s a silly question because most people would

value investing vs growth investing
Danny Beckwith

This is the Value of Fee-Only Advice

https://player.vimeo.com/video/324755411 Value of Fee-Only Advice After being in the business for a while now, I have found that most people really don’t know what we

greg talks about the importance of a solid financial plan
Greg Welborn

You Need A Solid Financial Plan

https://player.vimeo.com/video/299509435 You Need a Solid Financial Plan Here’s a quick recap of the importance of having a solid financial plan. Some of you will remember

what makes fee only different
Greg Welborn

What Makes Fee-Only Different?

https://player.vimeo.com/video/137504719 Hierarchy of Investment Advice and What Makes Fee-Only Different There are a lot of advisors, using a lot of different names to describe what

person reviewing a financial plan
Scott Sommers

The Value of Financial Planning

We are often asked, “what’s the value of financial planning?”  Fair enough question, and similar to others which could be asked in other areas of

value investing vs growth investing
Chad Germann

Bench Talk: 5 Things You Can Do

https://player.vimeo.com/video/221493105 5 Things You Can Do Today There is an old saying, part of Isacc Newton’s first law of motion, that states, “a body in

value investing vs growth investing
Greg Welborn

Is Your Advisor an Eeyore?

https://player.vimeo.com/video/219585253 Video transcript: No, no, no, no! You can’t do that! That will never work! We’ve all run into that person – the “Eeyores” of

value investing vs growth investing
Scott Sommers

Bench Talk: Habit of Generosity with Kids

https://player.vimeo.com/video/201204183 Bench Talk: Habit of Generosity with Kids Video Outline: Is your money like manure? For all you Broadway Musical buffs out there, who said the

value investing vs growth investing
First Financial Consulting

5 Money Truths for Women

We all know that life is more complicated than it was in our grandparents’ day.  That’s true across the spectrum of life’s issues, but it

don't ignore your finances
Scott Sommers

Bench Talk: Don’t Ignore Your Finances

https://player.vimeo.com/video/178048195 One of the biggest concerns couples have is how to talk about their finances. When it comes to money and finances, this question almost

value investing vs growth investing
Scott Sommers

Bench Talk: Great Coaches Cast Vision

https://player.vimeo.com/video/160939454 One of my favorite movie quotes is from a film called Miracle. If you’ve seen that movie, you know it’s about the 1980 U.S.

Financial Planning Approach
Scott Sommers

Our Financial Planning Approach

https://vimeo.com/414960086?share=copy First Financial Consulting is a “fee-only” investment consulting firm located in Pasadena, California. As a fee-only investment consulting firm, we never sell any products and

recently widowed woman lying in bed missing her husband
Greg Welborn

Support For the Recently Widowed

Becoming widowed isn’t something women spend much time thinking about.  Whether they’re newly married or been married for decades, women –and men too for that