Clients must understand time frames when developing financial goals
Putting goals in short-, medium- and long-term buckets creates a touchstone advisers can refer to when people want to do something that conflicts with them.
How investors think about time plays a big role in the framework we develop for our clients. To better understand an individual's time frame, it's critical we ask really great questions so we can craft a financial plan and process that reflects the client's goals and needs.
I know it's tempting to
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