The only thing that matters when it comes to financial planning is plan implementation.  Plans that don’t get implemented are a waste.  Fortunately, the real money is made in implementation.   Whether a plan is 100 pages or chicken scratch on one piece of paper, the best plan is the one in which the prospect takes the necessary action.

[quote=GoneIndy02]…because typically im dealing with clients with $1MM or less invested, Im hoping that will change now that I will be able to focus all my efforts to financial planning.