Where Do You Get Your Sources For The Guides?

We’re often asked about the sources behind our checklists, flowcharts, and summary guides — guides designed to help financial advisors navigate ever changing laws and regulations.

Because our guides are frequently developed as primary source documents by a dedicated team of financial professionals and fact-checkers, it can be challenging to cite a single origin for the financial planning strategies we present.

The graphic below describes the research process used to create these guides. You can learn more about our comprehensive guide creation process here.