What Should A Financial Plan Look Like ?
Today, in the digital information age, there are a wide variety of opinions of what a financial plan should look like. Even a congregation of CFP’s (Certified Financial Planners) might have a variety of approaches and thoughts. The answer truly is in the eye of the beholder. As an active CFP providing financial advice I can tell you we have a wide range of clients. We have clients who need financial assistance, clients needing monthly […]