Valuing Our Work

Levin, Ross
January 2004
Journal of Financial Planning;Jan2004, Vol. 17 Issue 1, p28
Academic Journal
The science of planning is critical. If you are doing financial planning, life planning, why planning or how planning, you need to price it in a way that it fair to you and to your clients. Certain clients will let you know how much they appreciate what you have done. There are clients who are living in the communities that they want to because financial planners helped them buy their homes in places where they would be with other people with similar values. You charge by calculating a fair price for the services you will continue to perform the life of your agreement. You need to calculate your cost of doing business and make sure you are working with clients for whom you can provide enough value to justify your costs.


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