I think one of the most common things I tell my clients is, financial planning is not a one size fits all. I’m sure you’ve heard me say it more than once but it rings true. There are such a variety of financial goals. For some it could be retirement, for others it could be investments, for others it could be traveling goals, etc. I am not going to create the same plan for someone who is trying to set up a good retirement account and for someone who wants to save up for their children’s college fund. The only thing more immediately important than ME knowing what your goals are, is YOU pinpointing those goals and communicating them to me.
