Recently, I became a CFP® Professional. There are templates for press releases on the CFP® Board website, so that new recipients can inform their community of the accomplishment. While I appreciate the template and will quote some of it, I started my practice to be different from the others and that means I have to…
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September 1st, 2018
For Immediate Release
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October 11th, 2017
What is Financial Planning?
I may have done a blog on this subject before, but I’m going to continue coming back to it throughout my career because I think it is extremely important. Financial Services is a tough and very regulated industry because there are so many definitions of a financial advisor. Basically, the term financial advisor suggests the…
