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I’ve always said that in financial planning, goals are guesses. But it is helpful to think of the act of clarifying goals as a process. One of the first, most valuable services a real financial planner provides is goal discovery.
Goals are not normally known with clarity at the start of a relationship. Make very little sense to ask a new client what their goals are and expect a precise & correct answer.
instead we engage in the goals discovery process. Ask great questions, listen, clarify, make a guess, take action, learn, and refine.
Goals are a process, not an event.
Goals are a process, not an event.
