Identifying Money Values

Miller, Elizabeth K.
December 2012
Trusts & Estates;Dec2012, Vol. 151 Issue 12, p17
The article focuses on how financial advisors can determine a client's investment goals and money values. Topics include how to formulate an appropriate investment strategy, a client's willingness to take risks with their personal wealth, and a client's lifestyle goals for the future. Information is provided on how to consider a client's self sufficiency when financial planning.


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