For example, one married couple initially wanted to travel during retirement but after an advisor probed the couple’s values, it became clear that the clients were more interested in funding their children’s college tuition.
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Financial advisors would be well served to focus on clients’ values and then use those values when assessing investors’ goals rather than simply accepting individuals’ initial financial desires. So reports Forbes.
For example, one married couple initially wanted to travel during retirement but after an advisor probed the couple’s values, it became clear that the clients were more interested in funding their children’s college tuition.