Elizabeth Jetton, CFP®: 2004 FPA President

January 2004
Journal of Financial Planning;Jan2004, Vol. 17 Issue 1, p12
Academic Journal
The article presents an interview with Financial Planning Association president Elizabeth Jetton about her priorities for the association. Jetton, a principal of Financial Vision Advisors in Atlanta, Georgia, initially wanted to be a journalist. In 1993 she opened her own firm and became active in both the International Association for Financial Planning and the Institute of Certified Financial Planners. For Jetton, nothing has come along that has the kind of impact on quality of life as the financial planning profession. Money issues affect health, relationships and businesses. Two things prioritized by the group are internship and mentoring efforts. Mentors and those they mentor do not have to be in the same city; they just have to have a common interest and a way to structure the relationship that will make it work. The association now has 29,000 members. The act of making the commitment, of choosing to do something on their own behalf, is very powerful, and planners must use that energy. The association believes that as long as a client-centered process is involved and as long as the scope of the engagement is disclosed, planning can be modular.


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