CHAPTER 29FINANCIAL PLANNERS
To learn that a rich person is not the one who has the most, but who needsthe least. To learn that money can buy everything but happiness.
—An interview with God, Neale Donald Walsch, Conversations with God
In our world today, financial planning has become a critical process. Everyone seems to be concerned with financial freedom, financial security, and what they will need to retire by a certain age with a certain lifestyle. Given the development of sophisticated computer modeling, doing a financial plan is not as complicated as it once was.
The thing to be concerned about with financial planners is their potential conflict of interest. There is no such thing as “free” financial planning if the planner is selling ...
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