Archive - July 3, 2017

1
How the Financial Planning Process Creates Change

How the Financial Planning Process Creates Change

How the Financial Planning Process Creates Change

Our blog exchange continues and this month we have a blog from Rich Feight, CFP®, EA.

As the financial planning industry transitions into a Fiduciary standard of advice for retirement accounts the financial planning process will become more and more important. It’s important to understand that it’s a process and not a transaction. In other words, financial planning is something you enter into with a desired goal, and come out of the other side with expectations of meeting those goals. Of course, like any good process, it’s something you constantly must update and …

Read More

Copyright 2014 FiGuide.com   About Us   Contact Us   Our Advisors       Login