The Five Disciplines of Effective Financial Planning Instead of focusing solely on investing, a holistic financial planning approach considers five interdependent disciplines: 1. The Overarching Plan It all starts with purpose. Before diving into spreadsheets,...
Financial Planning Is About More Than Just Returns “The best financial advisor is the one who can get me the best returns.” We hear this all the time. But this is a very incomplete way of thinking. It’s not so much that wanting great returns is...
The Real vs Ideal: What Financial Planning Should Be Right now, there are 103,093 registered certified financial planners (CFPs) in the United States. The current U.S. population is around 347 million. That means there’s only one CFP for every 3,366 people. It’s...
