"Everyone Deserves a Financial Plan" Unfortunately, most people don't believe a financial plan is possible-or necessary. For many people, the idea of stocks, bonds, insurance and all the variations is simply too confusing to plan out. When we combine health care, emergencies, and a growing family, financial wellness often takes a back seat. In Beyond Money: Timeless Wisdom for Financial Wellness, Certified Financial planner and author, Brad Rosley...