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 thefinancialpurpose.substack.com

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