Garrett In The News

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WFAN to Enable Women Towards the Path of Financial Independence, February 21, 2020

The Week Magazine

The journey began with a purposeful collaboration between WFAN and The Garrett Planning Network, USA founded by Sheryl Garrett in 2000. The 'Financial Life Planner and Investment Adviser' program focuses on helping existing Independent Financial Advisers to transition to a Fee-Only model and add value to themselves and their clients. The Garrett Planning Network pioneered the fee only hourly model to serve the underserved low and middle-income earners in the United States. The network currently has 250 members serving 25000 families across the US. Garrett and her team will be involved in making their successful model applicable and scalable in India

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ICONS & INNOVATORS, Investment News, February 4, 2019

InvestmentNews

“It’s taking a little longer than I initially thought, and at this point I don’t see hourly pricing taking over in the next 10 years, but I believe it will happen within my lifetime,” she said. "I still see hourly fees as the next big wave of service to clients in financial planning.”

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Life & Money and The Garrett Planning Network USA Announce Their First in a Series of Roadshows to Celebrate International Women's Day, Business Standard, March 5, 2019

Business Standard

In these roadshows, Life & Money, an innovative, holistic, digital platform with a vision to empower Indians to lead a 'rich' and 'balanced' life, and Garrett Planning Network, whose mission is to make competent, objective, financial advice accessible to all, are collaborating to launch an exclusive 'The Women Financial Advisers Network' , a first-of-its-kind in India.

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InvestmentNews announces 2019 Innovation Awards winners Sheryl Garrett is this year's InvestmentNews Icon. April 17, 2019 By InvestmentNews

InvestmentNews

The event, which was attended by about 220 people representing all spheres of the financial advice industry, also honored Sheryl Garrett, the founder of the Garrett Planning Network, as the 2019 InvestmentNews Icon.

2020

WFAN to Enable Women Towards the Path of Financial Independence, February 21, 2020

The journey began with a purposeful collaboration between WFAN and The Garrett Planning Network, USA founded by Sheryl Garrett in 2000. The 'Financial Life Planner and Investment Adviser' program focuses on helping existing Independent Financial Advisers to transition to a Fee-Only model and add value to themselves and their clients. The Garrett Planning Network pioneered the fee only hourly model to serve the underserved low and middle-income earners in the United States. The network currently has 250 members serving 25000 families across the US. Garrett and her team will be involved in making their successful model applicable and scalable in India

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The Week Magazine

I’m planning to retire in five years. Should I hire a financial planner? NJ.com, January 10, 2020

Then there’s the Garrett Planning Network, which recommends fee-only planners. If you’re looking for someone who can help you on a short-term basis, perhaps hourly or just for help with a specific project, this might be a good place to start.

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NJMoneyHelp.com

67-year-old retiree with just $83K in savings wonders about returning to work, The Seattle Times, January 7, 2020

A fee-only advisor — one who is paid only by clients’ fees, rather than by commission — could help you review your options. The Garrett Planning Network offers referrals to fee-only planners who charge by the hour.

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The Seattle Times

Here’s how to finally start investing in 2020, CNBC.com, January 3, 2020

“Patience is an important lesson to learn for young investors. They want to see quick results,” says Randy Gardner, an adjunct professor of financial planning at the American College of Financial Services and financial coach with the Garrett Planning Network of financial planners.

Many other Garrett Network members are quoted in this article as well.

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CNBC.com

Ask yourself 3 questions before jumping into the stock market in 2020, CNBC.com, January 3, 2020

“Many investors jump right in and put their money immediately at risk,” says Randy Gardner, an adjunct professor of financial planning at the American College of Financial Services and financial coach with the Garrett Planning Network of financial planners.

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CNBC.com

2019

FINANCIAL PLANNING FOUNDERS STARTED A MOVEMENT — AND CREATED A PROFESSION By InvestmentNews Staff — September 14, 2019

Before Sheryl Garrett put her stake in the ground on the issue about two decades ago, the notion of providing financial advice on an hourly basis was virtually unheard of.

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InvestmentNews

You've got the new house! Now, how do you afford to furnish it? , May 9, 2019

Earmarking savings for furniture can help homeowners pay for it in cash. And that’s the “absolute best way” to buy, says Justin Nichols, certified financial planner and director of operations at Garrett Planning Network.

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Southeast Missourian

InvestmentNews announces 2019 Innovation Awards winners Sheryl Garrett is this year's InvestmentNews Icon. April 17, 2019 By InvestmentNews

The event, which was attended by about 220 people representing all spheres of the financial advice industry, also honored Sheryl Garrett, the founder of the Garrett Planning Network, as the 2019 InvestmentNews Icon.

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InvestmentNews

Life & Money and The Garrett Planning Network USA Announce Their First in a Series of Roadshows to Celebrate International Women's Day, Business Standard, March 5, 2019

In these roadshows, Life & Money, an innovative, holistic, digital platform with a vision to empower Indians to lead a 'rich' and 'balanced' life, and Garrett Planning Network, whose mission is to make competent, objective, financial advice accessible to all, are collaborating to launch an exclusive 'The Women Financial Advisers Network' , a first-of-its-kind in India.

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Business Standard

Women in Finance - Opening up a whole new world of possibilities, webindia123.com, February 20, 2019

Life & Money, an innovative, holistic, digital platform with a vision to empower Indians to lead a 'rich' and 'balanced' life, and Garrett Planning Network, USA whose mission is to make competent, objective, financial advice accessible to all people; announces its collaboration to launch an exclusive 'The Women Financial Advisers Network', a first of its kind in India.

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Webindia123

ICONS & INNOVATORS, Investment News, February 4, 2019

“It’s taking a little longer than I initially thought, and at this point I don’t see hourly pricing taking over in the next 10 years, but I believe it will happen within my lifetime,” she said. "I still see hourly fees as the next big wave of service to clients in financial planning.”

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InvestmentNews

Q-and-A Column: Where is the safe haven for retirees?, Pittsburgh Post-Gazette, January 29, 2019

If your steady income covers 80 percent or more of your current expenses and there is enough in the other investments to weather inflation and a few big future expenses, a 90 percent stock allocation starts to look more reasonable, said Sheryl Garrett, founder of the Garrett Planning Network.

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Pittsburgh Post-Gazette

Garrett Planning Network expanding to India, InvestmentNews, January 14, 2019

The Garrett Planning Network, which promotes making financial planning available to the masses by charging hourly fees, is slated to launch a version of the network in India early this year.

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InvestmentNews