Introduction to Professional Risk Assessment
Introduction to Professional Risk Assessment Professional risk assessment, a pivotal process in financial planning, strikes at the heart of making informed investment decisions. Notably, at DataPoint Financial Planning, under the stewardship of David E. Barfield, CFP®, a refined approach to risk assessment is applied, which ensures that investment outcomes align closely with client goals. This […]
The Importance of Fiduciary Responsibility in Financial Planning
The Importance of Fiduciary Responsibility in Financial Planning In the realm of financial planning, the significance of fiduciary duty cannot be overstated. A fiduciary is legally obligated to act in the best interests of their clients, a standard that ensures transparency and trust. This principle is crucial, particularly when dealing with financial advice, as it […]