What changes are you going to make this year,
aimed at helping you reach your goals?
Ask us for your password
to access your own, secure My Pages.
David Yeske, CFP™
I am grateful to David Yeske, CFP™. Through his
vision he helped give voice to this web site.
Dave wrote about the evolution of client web sites
in the November/December 2002 Journal of Retirement
Planning (CCH, Inc.). The article discussed
three levels of web sites and why you should skip the
His description of the 'level three' client-centered
web site particularly resonated with me, and inspired
the level of interactivity we built for our clients.
David Yeske, CFP, President,
Yeske & Company Inc., San Francisco, and 2003
President of the Financial Planning Association.