106 Things We Do For Clients, No. 11

by | *Financial Awakenings, Fee Only Financial Planning


No 11 of 106 Things We Do For Clients

Make specific recommendations to help you meet your goals. There are few things more annoying to than to have hired a professional to give advice, only to receive options instead of advice. Not that options are bad. They aren’t, especially if you had not thought of them. But when the options are already known to you, you need a sounding board and an opinion as to the best course of action. While not every situation has a clear path of action, many do. For those that don’t, we will give you the pros and cons of each solution and help you arrive at the answer that is best for you.

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