Financial Integration: Connecting the Client's Past, Present, and Future

May 2005
Journal of Financial Planning;May2006, Vol. 18 Issue 5, p62
Academic Journal
The article presents advice for financial planners who wish to help their clients set goals and follow the maps to those goals to implement their financial plans. If a financial planner can understand their clients' beliefs about money, they can predict clients' actions around money, no matter how illogical they may be. In order to help clients plan their financial future, planners must first look to their clients' past, something that may require future financial planners to undergo coaching and counseling training.


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