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Financial Check-Ups

Check-ups are a part of our life; health, vision, dental, car maintenance, to name a few. I believe it is equally important to do so with our finances.

About Me

Doyle A Ranstrom CFP® 

An "Ex" is a has-been and a "spurt" is a drop of water under pressure, so calling oneself an expert should be done with great humility.  At the same time, with forty years of experience in the financial service industry, a CFP® designation along with a Master’s of Financial Planning from the College of Financial Planning, countless CE classes, and hundreds of clients every year for years, I believe I am qualified to have a perspective and opinion on a wide variety of Financial Planning and Money Management issues.  
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Latest Blog Postings

It is Quarterly Report Time

by Doyle Ranstrom on Oct 4, 2019

As investors review the third-quarter report, I would suggest a good time to think about the effects of making an emotional response to a financial event. Also, good time to review long term investment objectives and risk-reward strategy, not short-term paper gains or losses.
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Living in an HOA

by Doyle Ranstrom on Sep 1, 2019

New Owner - I knew my new residence was part of an HOA, but I did not realize there would be rules.
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