by Trailhead Plan… on Jun 26, 2018
by Trailhead Plan… on Dec 5, 2017
A few weeks ago, I had a meeting with a couple who had just become new clients and we were engaged in the first step of the financial life planning process. Prior to this meeting, I ask my clients to do some prep work which involves meditating on and answering a set of questions that help us get clear on what the client values as well as what they aspire to or what fulfillment looks like.
When I first handout the questions, I can tell that many individuals look at them with skepticism.