An Alaskan Moose

What changes are you going to make this year, aimed at helping you reach your goals?




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With Gratitude to
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 first two.

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.