You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Serving a Special Niche in Special Needs

July 20, 2021

Matthew Ricks, MBA, CFP®, is the founder of Haystack Financial Planning, a firm that serves people with disabilities and special needs. Matthew spoke with Matt Fizell, CFP®, about how he took control of his career, started his own firm, and niched down in an area where his interests and experience met with great demand.