Archive - Financial Planning Unfiltered

Am I a Financial Advisor or a Life Coach?

Being an advisor isn't just about crunching the numbers...but danger lurks when the advice becomes less data-driven and more touchy-feely

May 1, 2024 •

Lindsey Young

March 2024

Behind the Financial Planning Curtain

Analytical wizardry hides the deep challenges that financial planners face

Mar 25, 2024 •

Lindsey Young

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts