Who We Are

Carl Goodin is a St. Louis, MO Fee-Only Financial Planner/Investment Manager located in Ellisville and serving clients across the United States. As president of Financial Planning Associates, Inc. he has helped families and individuals accomplish their financial goals for more than twenty-five years by using the Financial Planning Process as a starting point for establishing and maintaining an appropriate action plan and by using Markowitz Mean Variance Portfolio Optimization to manage investment risks. Our relationship with our client is, at all times, that of a FIDUCIARY to a beneficiary. Carl Goodin is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

What We Do

Fee-Only Investment Management
Fee-Only Personal Financial Planning

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Two Very Quick Notes

by Carl Goodin on November 22, 2019 in FPAI Operations, TechKnowledgey • 0 Comments

#1. If you use the Microsoft Edge browser, and if you have installed the most recent Microsoft software updates you may now be unable to access your secure client (Morningstar) portal. We are aware of this problem and are searching for a fix. In the meantime, we suggest you use the (Google) Chrome browser, which is not affected. If you… Read more →

3rd Quarter Investment Results and More.

by Carl Goodin on October 3, 2019 in FPAI Operations, Investing, TechKnowledgey • 0 Comments

If you are an investment client of Financial Planning Associates, Inc., your preliminary 3rd quarter reports have been posted to your secure web portal. During the quarter our clients’ investment accounts changed in value by an aggregate average amount of -0.70%. The portfolio with the highest return increased by +2.22% during the quarter. Final reports will replace the preliminary reports… Read more →

We live in interesting, dangerous times.

by Carl Goodin on September 27, 2019 in FPAI Operations, Investing, TechKnowledgey • 0 Comments

Many of our client relationships go back decades, the longest goes back to the mid-1980s. Therefore, some of our clients have heard this recurring theme from yours truly a time or two before. Yet, I will state it again because I think it is important. We live in interesting, and dangerous times. Interesting and dangerous because we humans are gaining… Read more →

A Very Quick Note About fpai.net.

by Carl Goodin on August 17, 2019 in FPAI Operations, TechKnowledgey • 0 Comments

A few days ago a technical error caused the FPAI.net firewall to disconnect the website Extended Validation SSL security certificate. As a result, if you attempted to connect to our site you may have encountered an error message instead of seeing the normal landing page. The problem has now been identified and the basic SSL security certificate has been applied.… Read more →

IM Reports, Dementia

by Carl Goodin on July 2, 2019 in Financial Planning, Investing, Retirement • 0 Comments

If you are an investment client of Financial Planning Associates, Inc., your preliminary 2nd quarter reports have been posted to your secure web portal. During the quarter our clients’ investment accounts increased in value by an aggregate average amount of +1.06%. The portfolio with the highest return increased by +3.72% during the quarter. So far in 2019 our client accounts… Read more →