In May 2020, just a couple months into quarantine, I wrote in my Reflections on 4 Years of Flow: The pandemic and the associated economic chaos might well be the
Financial Planning Profession
Every year for Flow’s May 9 anniversary, I write a retrospective. (I also have a dinner of champagne and pan-seared halibut, but that is mostly beside the point.) Flow’s fourth
Yes, vetting a financial planner is still entirely on you. Sorry. Here are some questions that can help.
I’m guessing you don’t follow the financial-services media, so you probably missed the recent Giant Kerfuffle: the CFP® Board decided to remove compensation method from its Find a Planner tool.