https://www.myremoteadvisor.com/blog daily 0.75 2025-05-12 https://www.myremoteadvisor.com/blog/how-changing-your-morning-routine-will-improve-your-mood-k4pjt monthly 0.5 2020-09-16 https://images.squarespace-cdn.com/content/v1/5ede5d5c4e1eb54d74680dd4/1596491503706-S5WMS70RXD5EIS8L3ZAJ/Bright+natural+dining+room+nook+with+vases+plates+and+fruits+on+the+table. Blog - This Morning Routine Will Improve Your Mood Bright natural dining room nook with vases plates and fruits on the table. https://www.myremoteadvisor.com/blog/how-to-take-an-effective-mental-health-day-gmsm8 monthly 0.5 2020-08-13 https://images.squarespace-cdn.com/content/v1/5ede5d5c4e1eb54d74680dd4/1596490320217-S3UO1YZ3RDYK18J9QBLZ/Pretty+Caucasian+woman+at+the+beach+smiling+at+camera. Blog - How to Take An Effective Mental Health Day  Pretty Caucasian woman at the beach smiling at camera. https://www.myremoteadvisor.com/blog/the-beginners-guide-to-meditation-ghx7w monthly 0.5 2020-08-13 https://images.squarespace-cdn.com/content/v1/5ede5d5c4e1eb54d74680dd4/1596731838064-4903TOTE124ANQHG5DLH/Scenic+shot+of+the+beach+with+waves+hitting+the+rocks. Blog - The Beginners Guide to Meditation Scenic shot of the beach with waves hitting the rocks. https://www.myremoteadvisor.com/blog/exercises-to-calm-your-anxious-thoughts-kjpsa monthly 0.5 2020-08-13 https://images.squarespace-cdn.com/content/v1/5ede5d5c4e1eb54d74680dd4/1596491163422-VO0PAD9N2UUIGN3PHESF/Happy+smiling+woman+with+curly+hair+lounging+on+couch. Blog - Exercises To Calm Your Anxious Thoughts Happy smiling woman with curly hair lounging on couch. https://www.myremoteadvisor.com/home daily 1.0 2023-04-13 https://images.squarespace-cdn.com/content/v1/618ace759718b82cf5a22267/30d053d1-4b7f-4daa-a401-6a40f835dd0b/unsplash-image-d762S6cSrro.jpg Home Independent Advice As Independent Financial Planners, we are not employees tied to proprietary products of one specific firm. We have freedom over the advice we offer. We are free to give advice and guidance that suits your needs. https://images.squarespace-cdn.com/content/v1/618ace759718b82cf5a22267/1636490867303-MFR0OH5JUG9K3QSZKCAI/unsplash-image-zNRITe8NPqY.jpg Home https://images.squarespace-cdn.com/content/v1/618ace759718b82cf5a22267/1636491045597-JY5SLMFSC6AJDF6W7O4L/unsplash-image-sEApBUS4fIk.jpg Home https://images.squarespace-cdn.com/content/v1/618ace759718b82cf5a22267/1636491095915-QYFSNSISD0NA07LP5T0S/unsplash-image-qDY9ahp0Mto.jpg Home https://images.squarespace-cdn.com/content/v1/618ace759718b82cf5a22267/1636491157113-K66BBJ4HKW099QTDHK7G/unsplash-image-s9CC2SKySJM.jpg Home https://images.squarespace-cdn.com/content/v1/618ace759718b82cf5a22267/1637695911089-9T125GD6KIALA1B5X6OU/ALan_bio.jpg Home https://www.myremoteadvisor.com/services daily 0.75 2022-01-20 https://images.squarespace-cdn.com/content/v1/618ace759718b82cf5a22267/1639512391605-OUON0JZ2PYU05QIE3C3E/unsplash-image-qnSTxcs0EEs.jpg My Remote Advisor - Second Opinion Plan Reviews We will review your existing plan to make sure you are on track to meet your retirement goals. Review your Existing Plan Discuss goals and make sure plan is still on track Existing Asset Allocation Review Risk Management Tax Management Review Life Changes such as children, marriage, college, retirement, etc Hourly Charge | $250 / hr | Most Detailed Reviews take approx. 5 hours https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1589847895972-04K0P91LO30PWAYK24X3/image-asset.jpeg My Remote Advisor - Comprehensive Financial Planning We create a custom plan based on your needs, put the plan into action, and conduct annual reviews to help you stay on track. This plan includes rebalancing and fund management. This plan is for our busy clients who see the value in working with a Financial Professional and do not want to take on the responsibility of researching and implementing their own investment programs. Full Plan with Financial Advice and Implementation Asset Allocation Tax Management / Tax Efficient Investment Strategies Roth Conversions Risk Management College Planning Estate Planning Insurance Distribution Planning $1500 for initial plan set-up + % of Assets Under Management Annually https://images.squarespace-cdn.com/content/v1/618ace759718b82cf5a22267/1637624577190-JZ6QPEEG8OGTOXCDOZEI/unsplash-image-Of8XhtKP-Us.jpg My Remote Advisor - Business Plans Self-employed & Independent Contractors Small Business Plan Reviews 401 (k) Plan Reviews Meeting ERISA Requirements in your 401 (k) plan https://images.squarespace-cdn.com/content/v1/618ace759718b82cf5a22267/1637624500355-S5NNQME2ZXRZBRDJJ70H/unsplash-image-wot0Q5sg91E.jpg My Remote Advisor - Hourly Consulting We review your existing plan or help you create a new one. We think of this as our Get To Know You Plan. This is for our DIY clients that want to implement their own investment plan based on our recommendations. For those that want to manage their own Portfolio Asset Allocation Review Tax Management Strategies Estate Planning Questions Insurance Review life changes Advice based on your needs and goals, not just your total assets Hourly Charge | $250 / hr | Most Detailed Plans take approx. 5 hours Monthly Payment Plans available with Minimum 12 months contract based on how often you would like to meet and review https://images.squarespace-cdn.com/content/v1/618ace759718b82cf5a22267/9fdfc029-944c-46a9-b265-2c1fe560ac28/1.jpeg My Remote Advisor - “We aim to break down the complicated world of finance to help you feel confident in your decisions.” — Alan Sweeten, M.S.,CFP® https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1618511440608-5BVMHVN4WR2I9YQV1WWR/Aro+Ha_0010+1.jpg My Remote Advisor https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1618497259178-6XJGK9GR6YAVBQL5L519/20140301_Trade-151_012-2.jpg My Remote Advisor https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1607694583486-2PQT0LQ193RL7MCB6DX4/20140228_Trade+151_0046.jpg My Remote Advisor https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1589847767761-J2M1HI20BXRQ9XCR0HUD/Large+JPG-Aro+Ha_0387.jpg My Remote Advisor https://www.myremoteadvisor.com/about daily 0.75 2021-12-29 https://images.squarespace-cdn.com/content/v1/618ace759718b82cf5a22267/1636590792863-XT7QAXJ435M4TQ26R0PS/unsplash-image-VCFxt2yT1eQ.jpg Our Approach - A modern approach It’s essential for us that our clients get personalized advice. Rather than do things the typical way, we’ve created a system designed around our clients’ needs and busy lifestyle. Our handcrafted plans are designed around you. https://images.squarespace-cdn.com/content/v1/618ace759718b82cf5a22267/88998a4b-ee10-48c5-abb9-2e684abde970/RightCapitalDevices.png Our Approach - Advanced Technology Financial Planning Software allows us to run multiple complex What-If Scenarios to determine your preferred outcomes. In seconds we can tell you how a recommendation impacts retirement, income taxes, and future net worth. It’s not all always about the return. We know clients have different goals. Some focus on returns, some focus on early retirement, or spending more time with family. https://images.squarespace-cdn.com/content/v1/618ace759718b82cf5a22267/9631adc3-6950-4f79-a19b-a89a1204352e/unsplash-image-GZpKVHIEjy4.jpg Our Approach - Socially Responsible & Sustainable Investing Options Invest in your passions. Sustainable & Socially Responsible investing is an umbrella term used to describe investment approaches that seek competitive financial returns while considering environmental, social, and sustainable beliefs. Let’s chat about how you can align your investments with your core values. https://images.squarespace-cdn.com/content/v1/618ace759718b82cf5a22267/1636594590272-J7J46QH76KUV2AMX2DX4/unsplash-image-Gi3iUJ1FwxI.jpg Our Approach - Modern Portfolio Theory & Evidence Based Investing Investment Recommendations are based on Modern Portfolio Theory. We believe strongly that investment decisions should be based on sound research. Using low cost investments, asset class management, and maintaining a well-diversified portfolio is essential in helping clients pursue their objectives. Let’s create a plan together. https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1618497259178-6XJGK9GR6YAVBQL5L519/20140301_Trade-151_012-2.jpg Our Approach https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1607694583486-2PQT0LQ193RL7MCB6DX4/20140228_Trade+151_0046.jpg Our Approach https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1607694644871-IC85FNH781UNZSZEGHDR/Aro+Ha_0428.jpg Our Approach https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1607638148090-Y6OFDI575CM3NQV732RJ/Large+JPG-Aro+Ha_0387.jpg Our Approach https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1607638406043-4OUUOA875IR9MQALQBIU/Aro+Ha_0638-lrager.jpg Our Approach https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1589847743861-GWVMBPD7Z7WQRQL9IZZ8/Large+JPG-Aro+Ha_0380.jpg Our Approach https://www.myremoteadvisor.com/our-approach daily 0.75 2021-12-29 https://www.myremoteadvisor.com/get-started-1 daily 0.75 2023-05-03 https://images.squarespace-cdn.com/content/v1/618ace759718b82cf5a22267/5732a212-9828-4e24-92fc-bd718aa9e262/dimensional.png Get Started https://images.squarespace-cdn.com/content/v1/618ace759718b82cf5a22267/4a8f69fc-2402-4d37-aca9-13b45ff90481/cfp+screen+shot.png Get Started https://images.squarespace-cdn.com/content/v1/618ace759718b82cf5a22267/6a1e0e58-c72e-45c7-b8ff-bb8064e7174d/LPL-Logo_Blue_RGB+%28002%29.png Get Started https://www.myremoteadvisor.com/contact daily 0.75 2021-12-14