Tag - outsourcing

purple duck in a sea of yellow ducks show customized financial planning solutions | Sheaff Brock

Are You Mr. A or Ms. B.? — Customized Financial Planning Solutions

There are six steps to the financial planning process, the CFP Board explains: Establishing and defining the client-planner relationship Gathering client data, including goals Analyzing and evaluating the client’s current financial status Developing and presenting recommendations and/or alternatives Implementing the recommendations Monitoring the recommendations For any client, financial planning is about a whole lot more than investment selection. But if you happen to be a “Mr. A” or a “Ms. B,” your advisor may need to seek out unique, customized [...]