Make your own play. Linear written form does not do justice to describe multi-faceted investment advisory.
How unique are you?
A process to evaluate financial planning strategies/plans with supporting rationale for better decision making.
What to observe in applying the Financial Planning Process.
Giving things proper attribution is important to me. Being brutally honest about the facts and recording all the thinking processes as the events unfold are meaningless unless a person investigates in retrospect to critique as well as evaluate the narratives that generated the outcomes of the present.