What if their goals are out of line with their resources and/or expectations? This is not always obvious to us in Financial RoadMap interview. What is your recommendation for addressing after you've already done the plan?

Article ID: 594

Last updated: 20 Nov, 2019

When you have your clients or prospects bring in all their financial documents, it should be quite obvious whether or not they have the means to achieve their goals. You may need to ask some additional questions to determine if there is money that is not represented in their docs. eg: Are you expecting an inheritance or other financial windfall?

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