Archive - May 1, 2017

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The Difference Between a Financial Plan & Financial Planning

The Difference Between a Financial Plan & Financial Planning

I remember the first time I received a financial plan.  Actually, it was for my mother.  It was a while ago, before I decided to become a financial planner myself, and is probably one of the reasons why I did so.  My mother had inherited some money from my grandmother, and after a couple of years of waiting for the broker to do anything, we decided that we were going to move it.  I’d researched some financial planners in the area, and decided to work with an hourly financial planner we’d found.  For $800, she presented us with a beautifully …

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