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The article discusses the highlights of a roundtable discussion during the Schwab Impact Conference held in San Francisco, California on November 2, 2011. Several leaders in the financial planning sector have shared their insights on how technology can help advisors in building efficient and more profitable practice. Some of participants in the roundtable discussion are Technology Tools for Today co-founder Joel Bruckenstein and Asset Dedication president Brent Burns.

The article focuses on the success of the financial planning firm Hennessy Advisors Inc. in Novato, California. It highlights the important role of the company's portfolio manager David Rainey in expanding and managing the firm's growth by knowing and understanding their portfolio better, and watching stocks before making their way. It also mentions the company's financial performance and its strategy of looking for firms with unique market niche.

The article focuses on the success of the investment planning firm Syncor International Corp. established by Mark Hebner in Irvine, California. It chronicles how Hebner developed the company until it has grown through the help of his strategy of using the Internet and the value of passive investment. It also mentions the company's strategy of using a standardized approach to planning to address the needs of the customers and changing nature of the market.

The article features chief financial planner Pamela Christensen of Sacramento, California. She is known to offer detailed, line-by-line budget planning for clients, charging 75 dollars for budget and cash flow work. Christensen offers advice to her clients on what percentage of income should go to particular monthly expenses to get out of debt and save at the same time. She also believes that people should adjust to a thriftier way of life in U.S. society and that people will learn to enjoy how to get more out of life without acquiring more.

The article reports on the promotion of the Triple A financial plan by San Diego City Councilwoman, Donna Frye and former San Diego police Chief , Jerry Sanders as a remedy to the City's political turmoil in San Diego, California. The financial plan is a joined Action Plan for Recovery which proposes voters to give the mayor the exclusive right to negotiate an overall financial plan that would give the mayor the exclusive right to file a Chapter 9 proceeding.

Focuses on the financial profile of a gay man employed by a major movie studio in its special events department in Los Angeles, California. Consideration of his earning potential, savings, investments, retirement plan, insurance coverage, and tax obligations in creating a financial plan; Importance of partnering with a financial advisor to create, execute, and monitor the plan; Plans of the gay man to buy a condominium in the near future.

The article profiles Frank Paré, a financial planner working for the PF Wealth Management Group. The Oakland, California-based planner believes that professionals like him can play a role in reversing the financial crisis gripping the country. This idea helped him forge partnerships with local and state governments in offering free financial planning clinics called Financial Planning Days. He also promotes financial ethics.

The article reports that Menlo Park, California Fire Protection District (FPD) pays off debt and saves money through smart financial planning. It states that the district is not laying-off worker instead it remains in financial shape because of financial planner who put the savings into lace in 2007. Fire chief Harold Schapelhouman adds that the district had succeeded by following its financial plan to pay of about $1.96 million and to invest $13 million into CalPERS Safety Group Side Fund.