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August 23, 2004 – Local financial planner attends “Pathways to Success” business retreat

Hollis business owner returns with fresh ideas
and new technical knowledge

(HOLLIS, New Hampshire) – Sherrill St. Germain, principal of New Means Financial Planning, attended the fourth annual Pathways to Success Retreat hosted by The Garrett Planning Network (GPN), America’s premier network of hourly, as-needed financial planners (www.GarrettPlanningNetwork.com). The event was held at the Doubletree Hotel in Overland Park, Kansas from August 5-8. Nearly 150 financial planners and allied colleagues attended this business retreat, which included 31/2; days of practice management and technical sessions aimed at enhancing financial planning professionals’ abilities to better serve their clientele.

New Means Financial Planning is registered with the state of New Hampshire as a Registered Investment Advisor. The firm is affiliated with The Garrett Planning Network, Inc., the nation’s leading and fastest growing alliance of fee-only financial planners. Over the past four years, journalists and other professionals have hailed The Garrett Planning Network as a resource for “average Americans” seeking independent, objective financial planning and advice. Jonathon Pond, author of eleven books on personal financial planning and host of the PBS television show Money Help Is On The Way, says “The Garrett Planning Network is THE best place to find one-on-one financial planning for the tens-of-millions of Americans who previously didn’t have access to competent, trustworthy and objective financial planning guidance.” Jonathan Clements, author three books on personal financial planning and writer of the Getting Going column for the Wall Street Journal, has mentioned the network numerous times in his articles. On CNBC’s Power Lunch, Clements recommended that consumers seek out a fee-only financial advisor; he added “The Garrett Planning Network is the organization I’m really high on.”

While most financial planning firms cater only to the high net worth client, New Means Financial Planning makes its services available to those individuals and families who are not wealthy but may need or want access to competent financial advice on either an hourly, as-needed basis or as part of a long-term advisory relationship. The hourly-advice business model allows middle income Americans, do-it-yourselfers and other individuals who would like a second opinion or validation of their financial decisions to receive competent, objective advice without long-term contracts; clients are not required to turn over their assets for management. In addition, because services are rendered on a pure fee-only basis (commission-free), there is no sales pressure. Only 1% of the nation’s financial planning firms are structured this way.

For more information about New Means Financial Planning, call (603) 465-3485 or visit www.newmeans.com.

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