Real Life Financial Planning,
I had a client complete the new values questionnaire yesterday. It is an excellent document and is going to greatly assist in the advice process for them as they want to do a lot and need to be able to prioritise their goals.
The clients are a young couple referred by an existing retired older client of 10 years. They are in a difficult financial situation and very stressful place needing direction and a pathway to follow to provide them with clarity. The values tool helped to provide a structure to the many goals and concerns they have. Well done!