Objective Financial Planning

What Objective Financial Planning Looks Like

 

My personal goals and biases have no place in your plan or in the advice that I give.

 

My Wednesday phone-call client took a while to tell me what she really wanted to do over the next 18 months, and where she wanted to live. If we hadn't gotten there, her plan wouldn't be very useful to her.

 

My professional goal is helping you manage change or make change. I will tell you if your goals are likely to create financial instability or cause an outcome that you've told me you didn't want. I also give you options to consider to adjust to get as close as possible to your goals.

 

Practically speaking, I'm working until you have a plan that you understand, and can use to change your day-to-day life, That only happens when we talk about your stuff.

 

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