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...
