Blog

2017 KGLF Scholarship Recipients

We are pleased to announce that two applicants were selected to receive Ken Gillespie Legacy Fund Scholarships for 2017:  Christine Haviaris, CPA, CFP® and Phillip Watson, CFP®.

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Values-Based Financial Planning

The strongest foundation for the financial plans you create will always be your clients’ heightened awareness of the nature, influence, and importance of their values. Therefore, in your discovery and data gathering activities, it is essential that you engage your clients in a process of thoughtful reflection to help them identify and clarify what is truly most important to them as individuals.

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