Category Archives: Financial Planning

Holistic Financial Planning: Does Your Firm Have the “X” Factor?

It’s always interesting to see a person’s wheels spinning when I describe myself as a financial planner. For the most part, people are confused about what a financial planner does or what the term financial planning means. I’m not even sure that my family and friends fully understand what I do. They just know that “I’m good with money” and “I help others with money.”
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