Hello!
I’m a CFP looking to improve my planning process and I’m looking for an exhaustive list of all the planning items or areas a planner should focus on with individuals. I’m also interested in a list for businesses, if anyone has or knows where to find one of those. Any direction or a list itself would be greatly appreciated. Thanks!
Submitted October 20, 2018 at 08:04PM by simplenslow https://ift.tt/2PH7tTq
