So to find the best planners, I talked to 31 productivity experts, life coaches, and people who love stationery (including a few Strategist staffers) about their favorites, then culled our ...
The loose term for collections of planners getting together based on any number of shared characteristics or goals can take many forms and provide a lot of value.
Cashflow planning sits at the very heart of proper financial planning and is where the value lies, according to panellists at the CISI Financial Planning Conference 2024.