Aug 26, 2024
Why we ask the questions we ask – Chris Boyd and Jeff
Perry
explain why financial advisors ask so many questions. Many of the
questions may not
seem relevant to the creation of a financial plan. The conversation
starts with the first
meeting which Chris calls the “getting to know you meeting” and
follow up document
gathering. Subjects covered include a wide variety of financial
planning topics, goal
setting and how one’s goals should drive one’s financial plans.
Chris and Jeff discuss
why questions about your health, family situations, and where you
live are important to
the creation of a successful financial plan. Chris and Jeff also
remind listeners of the
upcoming online seminar about college planning on September 24th
(see link below).
For more information or to reach Chris Boyd or Jeff Perry, click
the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
To register for our College Planning Webinar, click the link
below:
https://attendee.gotowebinar.com/register/3777108755579750751