Financial Planner To The Masses

One night about nine years ago, Scott D. Cook's wife aired a complaint that would change his life. As the person who paid the bills and balanced the family budget, she griped about how time-consuming and disorganized the process was. Cook, then a consultant for Bain & Co., began wondering if others had the same lament. He did some research by calling random numbers from the phone book. "That confirmed there was a business in it," he says.

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