The industry has long taken a black box approach to financial planning. The planner collects as much detail information as possible from the client, disappears for a while and comes back with a plan. That plan had value, but who’s plan was it the planners or the clients? Where was the focus, on the client’s money, their life or both?
Better Money Choices has been be design so that your clients can describe the life choices they want to make and get a quick projection of where their choices are leading. Your role as the advisor or planner is to facilitate those choices and help the clients so they can live life.
To find out more about how Better Money Choices can bring you closer to all your clients contact us to set up an appointment.