Planning From the Inside Out

Most planners are well-trained on the Quantitative (exterior) aspects of financial planning. This presentation will cover the very important qualitative (interior) information required to serve our clients' needs. The entire Financial Life Planning Process will be covered, including specific questions and interviewing techniques for the following:

• Quantitative vs. Qualitative Planning
• The Danger of Assumptions
• The Initial Interview
• Uncovering Your Clients' Histories Around Money
• Discovering Your Clients’ Values
• Preparing for Transitions
• Discovering Goals That Really Matter to Your Clients
• Prioritizing and Quantifying Goals