Breaking it down: better financial planning
Financial planning can overwhelm but a modular approach focuses on immediate goals
The process of financial planning is not just about creating a financial plan; it is a process to get clients through a comprehensive list of recommendations. Good financial planning starts with focusing on a client’s personal values, and their financial decisions flow from the pursuit of non-financial life goals.
As an intangible service, it is sometimes difficult to demonstrate the value of financial planning, especially during the initial stages of the process, particularly ...