Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...

To learn more about the culture of service in the financial planning profession, as well as how CFP® certification can advance your ability to give back, visit www.CFP.net. Financial planning ...

As part of your due diligence, conduct a thorough background check before choosing a financial advisor to manage your investments, retirement or estate planning. After all, you don't want to hand ...

Financial plans are documents, often created with financial planning software, that look at a client's entire financial position and lay out a road map for them to achieve their goals. While this ...

I am the President of Diversified, a CFP and author. While every financial plan and individual is unique, the core basis of how financial plans work is fairly similar. The good news is that there ...