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choose your own adventure :: Article Creator Choose Your Own Adventure: A New Approach To Financial Planning Financial planning, as a relatively new profession, has experienced a rapid pace of evolution. Initially, it began as an aggregation of previously segregated financial industry services—brokerage, banking, and insurance—but it took a major leap forward when the first class of Certified Financial Planner™ (CFP®) designation holders graduated in 1973. The completion of this five-course curriculum marks a "textbook" approach to financial planning that has done the profession much good. But it has also done unintentional harm, because as is often the case in any established profession, the methods and mechanisms have a way of taking center stage, rather than those being served by them. I'm sure you've experienced this in some aspect of your life, and even with the most reputable professionals—an accountant whose tech...
