BEGIN WITH THE END IN MIND
Every time we begin a discussion on financial planning, we always bring a question into the meeting. We ask our clients what do they really want when they put their hard earned money into a financial plan. If you were to begin with the end in mind, what is the “end” you have in mind?
IT’S ABOUT THE BIG “WHY”
Suddenly, it is not about buying an insurance policy or making an investment. It is not about comparing products. It is certainly not about how the advisor is being remunerated. It is about the big “WHY”.
When it comes to the “WHY” of financial planning, different financial planners will have their own answers. You can try googling the phrase “purpose of financial planning” to experience for yourself how diverse the views can get.