Our last six months has re-affirmed our belief that everyone should have a financial life plan. As a fundamental part of our virtual business transformation to non face-to-face meetings and online administration, my company recently re-thought our planning philosophy. From […]
Times are changing. So is the demographic of the typical Financial Life Planning client. We have an emerging client. The young professional. There was a time, not too long ago, that serious financial planning for young professionals was something almost […]