Journal of Financial Planning: May 2023 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: May 2023 May 2023 More from this issue Plan for the Client You Have, Not the Clients You’ve Had By David Haughton, J.D. April 2023 May 2023: Stat Bank By Journal Staff May 2023 5×W vs. 2×Revenue: Five Questions for Better Valuations By David DeVoe May 2023 Related Events 2025 FPA DFW Conference Thu, Feb 13, 2025 Irving Convention Center 2025 FPA Puget Sound Symposium Thu, May 8, 2025 Seattle Convention Center I Summit