What is the philosophy of your financial planning firm?

Michael Kitces | Pinnacle Advisory Group | 15 October 2013

While the CFP Board established a standard 6-step financial planning process - establish the scope of the relationship, gather data, analyze the situation, craft recommendations, implement the recommendations, and monitor the plan - the guidelines for financial planners leave a great deal of leeway in the key fourth step; crafting recommendations. While certainly, the CFP Practice Standards require a fiducia...