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.
- How much are you actually saving? What are you actually setting aside in your 401k, 403b, SEP and brokerage and savings accounts on a regular basis.
- What are your goals? What is the purpose of your money?
End Your War With Money.
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.
