An Overview of Financial Planning Checklists

Posted 1 CommentPosted in Financial Planning, Writing

I’ve spent some time this past week investigating the topic of financial planning checklists. These are my rough notes: 1) I completely agree with Michael Kitces’ 2013 article on the topic where he notes that checklists should be – but are not yet – implemented as the workhorse of professional practice standards in the financial planning […]