Episode 13 –  When Financial Goals Aren’t Enough

Financial advisors typically focus on helping clients set goals. It’s easy to see why — it’s fun for clients to check off their accomplished goals, and it’s rewarding for advisors to help clients reach their milestones.

However, Danielle Howard believes that goal setting isn’t enough.

In this episode, Danielle explains why dealing with life transitions is where the true financial life planning happens. She discusses:

  • Why advisors do their clients a disservice by only focusing on the fun aspects of life
  • How planning for transitions differs from goal setting
  • Life transitions people might not consider when envisioning their retirement
  • Which character assets bolster people the most during times of change

Join Danielle now and learn how you can start planning for whatever life throws your way!

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