Founder, Pathfinder Planning LLC. Giving advice to new CFP® candidates and financial planners since 2010. Expert in small RIA business startup, workflows and processes, and all around "Mom" encouragement.
Even individual financial planners need to have a set of repeatable processes and checklists to streamline their daily work, free up time, and set client expectations. I'll be glad to answer your questions about creating and implementing financial planning and sales processes for your business.
Whether you are a student, career changer, or already a planner, you probably have questions on how to start up your new RIA firm. I've been through the process from scratch and will be able to answer you questions and share my experiences to help you get started.
Have questions about becoming a Certified Financial PlannerTM? Working through the education classes? Have questions about the exam? I'll be glad to answer the questions you have.
