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I’ve talked about how a financial plan brings clarity to a client’s current situation and allows you to plot a course for the future.

The planning experience gives the client more confidence and a new resolve that is hard to shake. But I never said the client’s new resolve “can never be shaken”.

As helpful as a financial plan can be, it doesn’t insulate the client from overreacting to the volatility the markets can create. This is especially true of growth oriented clients that were invested in stocks over the past 10 years.

Continue Reading “A client’s resolve”