Can I be straight with you?
What most financial planners claim about the importance of financial goals is totally wrong.
It’s overly simplified, it’s just a marketing-term, or interpreted the wrong way.
Over the last 17 years I have been in the industry, I’ve served hundreds of people, had 1,000+ client-conversations, and I’ve experienced firsthand the (un)importance of financial goals.
And a lot of stuff that planners say or write about financial goals … it just isn’t true.