Efficient Cash Allocation Strategies with Mike and Dan | DANIEL STOUS - SHAREHOLDER & LEAD WEALTH ADVISOR of Flagstone Financial Management 00:10:00
When my wife and I were newlyweds (and before I was in the financial planning profession), we got some bad financial advice from a few different financial “advisors.” With little knowledge of how different compensation structures worked, we trusted people who were really selling a product instead of providing advice in our best interest. Now, I help people avoid some of the same mistakes I made. As a fee-only planner, I help clients determine whether they’re on track to meet their goals, and, if not, I form recommendations to make some adjustments to get them back on track. I’ve lived in Lincoln, Nebraska, for nearly my entire life. I married my wife Kate in 2013. We have two young children, Liviana and Alton, so my home life is presently both a ton of fun and a ton of work. We also have two Balinese cats named Neville and Luna after some of our favorite Harry Potter characters. I love traveling to new destinations and enjoy saving money on traveling by using points almost as much as I love traveling itself. I’m also passionate about good food, good drink, and good music.