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,...
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...
