A Moving Experience in Financial Planning

Cordell, David M.
September 2003
Journal of Financial Planning;Sep2003, Vol. 16 Issue 9, p30
Academic Journal
This article presents the author's experience in financial planning. As I write this column, I am preparing to sell my home, sell an automobile, leave my current job, move to another state, start another job, buy another house, and buy another car. Oh, and I will not be doing all of this alone. In fact, my wife and I jointly hold the home in our names, and the car is in her name. She is also switching jobs. And there are three offspring involved in all of this activity. We have a 14-year-old son and a 16-year-old son who will move with us. We also have a 21-year-old son, who is currently in the out phase of his in-and-out-of-college experience. It is not clear whether or not he will make the move from Pennsylvania to Texas, or whether he will enroll in college in either state. Now, for the second experience. One of my favorite not-for-profit activities is serving on the Board of Examiners of the Certified Financial Planner (CFP) Board of Standards. The Board of Examiners is responsible for creating the CFP certification exam and approving applications for education programs. A few times each year the Board of Examiners invites various subject matter experts to a two-day session to write multiple-choice questions, or items, for the certification exam.


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