Written by Scott McKenzie, Regional Vice President and General Manager, CFA, CFP, CIM
April 11, 2014
I wrote in my first blog about how good maps are useful, but how good plans actually get you there. And I finished my last blog saying that the best financial plan in the world will come up short without proper implementation.
In other words, why bother investing time and money in an otherwise great plan if it more or less sits on the proverbial shelf, all-but ignored save for a yearly check in?Read more »