What is a Paraplanner and what do they do?

Most of us are aware of the word “paralegal,” meaning someone trained to assist lawyers in their legal work. But the word “paraplanner” is a little less well known—and if you’re here, you’re probably wondering just what is a paraplanner, anyway? The profession is a relatively new one, having originated within the last two decades—though

Continue Reading

What to Expect from the FPA Residency

Have you ever wondered what exactly the FPA Residency is or what it entails? There isn’t much information out there about this mysterious program other than one week at Residency equates to 500 hours of CFP® experience. This is my experience. I went to the June 2017 Residency program in Denver, Colorado with no idea

Continue Reading