THE SIXTH AND SEVENTH STEPS OF THE FINANCIAL PLANNING PROCESS

Published by blackswanplan on

Related Posts

Foundational Financial Life Planning

Fee-Only or just Fee-Based?

We are a true Fee-Only firm, not just fee based.Fiduciary is the minimum, Fee-Only raises the bar. https://youtu.be/DiySIj3DLHQ You can learn more about the way advisors get paid here.

Foundational Financial Life Planning

CFP Ethics & Standards Overview

Summary of the New Code and Standards: Get a summary of a CFP® professional’s duties under the new Code and Standards. https://youtu.be/lSIn57G7WiM The Levels of Rules and Requirements: Get an overview of the levels of rules and requirements for Read more…

Business Concepts

Basic Human Resources

The 4 Most Basic Financial Planning Elements/ Personal Human Resources There is an old saying“Show me your calendar and your checkbook, and I will tell you what is most important in your life.”Yes, it is Read more…