Wisdom

Internal Financial Planner Monologue
Financial Planning, Investing, Saving, Education Sherry Finkel Murphy, CFP®, RICP®, ChFC®, Founder/CEO Financial Planning, Investing, Saving, Education Sherry Finkel Murphy, CFP®, RICP®, ChFC®, Founder/CEO

Internal Financial Planner Monologue

A couple years ago, I moved to a largely fee-only financial planning model; more specifically, a fee-first planning model, as my clients would, over the course of a one-year engagement, implement solutions with my team once we had established both trust and need.

Read More