Being consistent is crucial to financial planning. Whether clients need to be transferred to new advisors, or referrals expect a certain experience, having uniform processes in place ensure expectations are met.
Inspired by the fiduciary standards and human psychology,...
You hear the statistics all the time. One in four people will become disabled before they retire. You’ve heard the stories. You know that people become disabled. But what does all of that really mean? Why do these statistics matter to you or your clients?
This blog is dedicated to exploring health-related insurances and how they relate to the financial plan. Our topics go further than surface level because these insurances are complicated but very important.