US News & World Report: The Anatomy of a Good Financial Plan

When talking about finances and investments with my clients, I rely on a fundamental question to help guide the financial planning and investment management process.

If you’re curious what my question is, I shared it with US News and World Report’s Maryalene LaPonsie in her article “The Anatomy of a Good Financial Plan.” I also share with her my observations on budgeting software and the value a financial professional can add.

If you have any questions about financial planning, please feel free to contact me anytime.