My financial planning areas of focus include budgeting and cash flow management for the attainment of long term financial objectives, retirement and estate planning, and family business succession planning. The overarching focus is to understand how money can be used to best achieve financial objectives.
The use of solutions-focused financial therapy techniques in the practice of financial planning should enhance the client experience and allow for greater implementation of steps needed to achieve financial objectives. I am convinced that clients want to improve their personal finances but find the task too daunting as it appears there are so many areas that need to be addressed. In this...
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