Categories

A sample text widget

Etiam pulvinar consectetur dolor sed malesuada. Ut convallis euismod dolor nec pretium. Nunc ut tristique massa.

Nam sodales mi vitae dolor ullamcorper et vulputate enim accumsan. Morbi orci magna, tincidunt vitae molestie nec, molestie at mi. Nulla nulla lorem, suscipit in posuere in, interdum non magna.

Strategic Financial Planning: The Critical Role of the General Practitioner

Joel Redmond, CFPBy Joel Redmond, CFP

Many think that simply being a CFP practitioner confers the ability to give comprehensive financial advice for all clients. The reality, however, is quite different. CFP practitioners are generally able to provide strategic comprehensive advice, but rarely can they offer full-scale planning in all practice areas of the CFP curriculum simultaneously.

One of the fundamental challenges of financial planning is that, like so many other disciplines, it is the art of approximation.

Continue reading Strategic Financial Planning: The Critical Role of the General Practitioner