How A Certified Financial Planner Can Help Improve Your Financial Wellbeing

One of the hardest things about being a Certified Financial Planner™ Professional (CFP®) is explaining what we are all about. After all, the term “financial planner” is vague. It is easier to start by saying what we are not: stockbrokers! Still, when we meet a prospective client for the first time, the first questions are […]