“We need to assess now what these different flood stage damages would be. And I think that's something the planners need to look forward to in the future.”
“Bob has been smart to shop his situation around to several planners, ... Yet in doing so, he has become further confused in realizing that financial planning is more an art than a science.”
“I would like to go somewhere where I can speak Spanish and find a job as a certified financial planner.”
“[Certified financial planners who reviewed Cummings' portfolio applauded her savings efforts.] She is absolutely a rare breed of saver in this country, ... She needs more juice for her goals.”
“I'm a big fan of fee-only financial planners. They don't make commissions off of what they suggest to you. You know what their flat fee is up front before you go into a meeting.”
“Victor was the planner. He loved doing stick-ups. He was the one who would do all the planning and tell the others what to do.”
“The next step in the process is to appoint a selection committee to review resumes and select the planner,”
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