Sedona Arizona

Ep 3: Better to have financial goals or financial direction?

Show Description

One of the most common questions advisors ask prospective clients is: “what are your financial goals?” I happen to think it’s a bad question.

Financial services firms market a goal-centric approach to the general public. With this question, advisors are communicating that you need to have specific and well-defined financial goals in order to get somewhere.

Let’s explore this concept and decide if it’s better to have a financial goal or a financial direction.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Policy.