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Getting Started with Financial Planning

  • 1.  Getting Started with Financial Planning

    Posted 08-27-2019 11:07 AM
      |   view attached

    Hi Friends,

    Attached is an article on "Getting Started with Financial Planning" that I wrote with Sidney Kess that appeared in The CPA Journal last month.  It covers pretty completely how to get started, even if you have no experience, and includes a 24 month learning method.  There are also some good tips for those that already are performing these services.  If you do these services or ever thought about getting into financial planning, look over this article.

    All the best!


    P.S. This Monday, I will be posting my 300th weekly column at and I am offering a special bonus to those that read that entire column, so check that out.  I will not be posting that giveaway here or anywhere else.  Hint: It is the manuscript for a book I wrote that will be published, hopefully, by the end of the year.




    Edward Mendlowitz, CPA

    Partner, WithumSmith+Brown PC

    1 Tower Center Boulevard, 14th Fl,

    East Brunswick, NJ 08816

    D  (732) 743-4582  T  (732) 828-1614

    M (732) 890-3344  (732) 964-9330





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