There are several reasons that people may choose to work with a financial planner, and in my experience one of the top reasons is to understand how to achieve financial security.
In order to give my clients greater clarity about their financial future, I updated the way I communicate with them. I created a financial strategy document that shows my clients what their future looks like, based on how they manage their money today. It makes it easy to see the bigger picture, and decide what to do next.
I was interviewed recently about this change, which you can watch in the link. #financialplanning #wealthmanagement
