A Comprehensive Guide to the Overall Process of Financial Planning for DIYers and Financial Planners (CFP­® Board Job Task Domains) RPF0019

In today’s show we use the CFP Board’s “Job Task Domains” to frame the financial planning process as a helpful template for DIYers or as necessary information for financial planners. This framework and template is a comprehensive guide to the financial planning process, which is the method employed to get outstanding results. Beginning Announcements: It’s […]