Our planning team collaborates with our client to write out all the notes of a Goals-Based financial plan, which orchestrates the client goals. This begins by asking the client two essential questions.
Financial language jargon creates dissonance accompanied by a feeling of powerlessness, which leads to financial paralysis. Finally, the language of money is singing a new song. Jaimie Blackman, Co-Founder & President, BH Wealth.
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