The Four Phases of Financial Planning: Part Two

18 Aug 2015

Some of the financial industry focuses on the “solutions” aspect of the framework—that is, specific products that may or may not meet the goals and timing that the client hopes to achieve. Customers end up feeling that they are being sold something. They become defensive and numb to the sales pitches, which ignore the discovery, planning, and monitoring phases. As I tell clients, everything looks like a nail if your only tool is a hammer. Make sure you are presented with a set of tools tailored to your specific needs.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Please consult with an advisor about your specific situation.

*Cornerstone Financial Strategies does not provide tax or legal services. Please consult a legal professional prior to establishing a legal document such as a trust.


Brad Berger
Brad Berger

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