One of the most fulfilling aspects of the Financial Planning profession is helping clients realize their financial goals. After all, providing peace of mind regarding retirement, education funding, or long-term care is an essential part of the job and our greatest value add. That being said, the perception of how the process unfolds is vastly …
I had a great conversation this weekend with a prospective client about Aviance’s financial planning process and whether it made sense for their personal circumstances. The more I described what we do, the more the client seemed interested – but also slightly self-conscious. After a few minutes, they confirmed my suspicion by saying: “this sounds …
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