Financial Modeling 101

5 (1 vote)

Who gets what? A better question is “who needs what?” Until you know the needs of your client(s), it’s impossible to answer. This article is intended to lay out the general approach for deciding “Who gets what based on who needs what?”

Michael Black

CFP®, CDFA®, AIF®

Michael has been with Michael Phillips Black Wealth Management for 38 years and has been a divorce litigation financial expert for 25 years and a CDFA® professional for 15.