Why I Started a Financial Planning Firm
Starting a financial planning firm from scratch wasn’t an easy decision. In the end, I felt compelled to try to fill a void in the marketplace and better serve my clients.
Author: James Sweeney, CFA, CFP®, MBA
James is the founder of SwitchPoint Financial Planning and a pioneer of the flat fee movement. He is passionate about challenging long-standing practices in the financial advice industry and refuting misconceptions about investing in an effort to help people make better decisions with their money.