When clients come to you for financial advice, they may appreciate having it related in the simplest way possible. Presenting them with a one-page financial plan allows you to condense the most ...

Financial planning is relevant, in one way or another, to every single one of us: whether you are affluent, struggling financially or anywhere in between. Of course, in an ideal world, everyone would ...

Time frame planning, where you draw up goals and plans covering a specified future period, is a useful way to chart your financial progress. Lewis Walker, a financial planning and investment ...

Many small businesses lack a complete, well-thought-out financial plan — even though evidence shows one is essential for long-term success and growth. A business financial plan can help an ...

If a client's bucket list involved a trip abroad, you likely wouldn't advise them to head to the airport without any plans. They'd chance getting the right flight at the best fare, packing proper ...

Comerica reports that women face unique financial challenges and offers steps for effective financial planning to grow and ...

If you ask 10 people what a financial “plan” is, you’re likely to get 10 different answers. As a financial planner, my biggest issue with financial plans is that they aren’t actually plans. Plans say ...