The Financial Planning Profession

Sep 306 min read

Education Requirements for Financial Advisors - Or Lack Thereof

The requirements to call yourself a financial advisor are pretty lax. So how do you know they know what they’re doing? I thought I’d...

Jul 234 min read

Hiring PFP as Your Financial Planner

Choosing an advisor to work with is a big decision. If you’ve never worked with an advisor before, it can be a seemingly large expense...

Jan 224 min read

What Is Financial Planning?

This question has different answers depending on who you ask. I’ve met advisors who feel that they’re covering financial planning by...

Sep 18, 20232 min read

Should I Hire a Financial Planner?

I bet you already guessed my answer. It’s yes; the answer is yes. End of post. Just kidding. The real reason I gathered you here today is...

Sep 5, 20232 min read

5 Things to Understand Before Choosing a Financial Planner

I’m a little biased here, given my profession, but most people are better off working with a financial planner. From saving you money on...