Skip to content

Financial Planning Profession

Reflections on 5 Years of Flow

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
Read More
FLow FP's block woman admires her beautiful 4th anniversary cake.

Reflections on Four Years of Flow.

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
Read More
Flow FP's Block Woman examines potential advisers with a magnifying glass.

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.
Read More