A lot of the financial planning industry focuses on investments because of their “something-for-nothing” feeling. But how do you advise clients on the whole of their financial lives? Our guest, Sheila Padden, CPA, CFP®, RLP®, founder of Padden Financial Planning and ACP Immediate Past President, discusses what it takes to deliver a complete financial plan and why it’s important to look beyond investments alone.

To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Sheila Padden, please visit www.PaddenFinancial.com