Episode 13 – When Financial Goals Aren’t Enough
Financial advisors typically focus on helping clients set goals. It’s easy to see why — it’s fun for clients to check off their accomplished goals, and it’s rewarding for advisors to help clients reach their milestones.
However, Danielle Howard believes that goal setting isn’t enough.
In this episode, Danielle explains why dealing with life transitions is where the true financial life planning happens. She discusses:
● Why advisors do their clients a disservice by only focusing on the fun aspects of life
● How planning for transitions differs from goal setting
● Life transitions people might not consider when envisioning their retirement
● Which character assets bolster people the most during times of change
Join Danielle now and learn how you can start planning for whatever life throws your way!
Thank you for listening to the Wealth Done Differently Retirement Podcast click the subscribe button below to be notified when new episodes become available. The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Wealth by Design LLC. The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial adviser or other qualified service provider with any questions you may have regarding your investment planning. Danielle Howard, Certified Financial Planner is an investment adviser representative of Cambridge Investment Research Advisors a registered investment adviser. Securities offered through Cambridge investment research Inc.
A broker dealer member FINRA SIPC Cambridge and wealth by design LLC are not affiliated.