I’m not a great financial planner… …not in the traditional sense anyway. I don’t do the kinds of things that financial planners are supposed to do. Example: I don’t follow the official 6-step financial planning process like everyone else. And I don’t dole out the same ‘ole, same ‘ole. The kind of advice i’m supposed […]
Why I’m Not A Great Financial Planner
by David Lewis Filed Under: Budgeting, Financial Planning, Saving Money Tagged With: agora financial, budgeting, fee-based financial planner, financial advisor, financial consultant, financial planner, financial planning, financial planning problems, find a financial advisor, find a financial planner, find a registered financial consultant, problems with financial aggregation services