Posts Tagged ‘life coach’
Why A Comprehensive Financial Plan Should Include A Life Coach
By Christopher Young, CFP®, CPWA®, CMFC® One of the most important roles of a financial advisor is helping clients prepare for retirement. Advisors are trained to evaluate a client’s economic situation and develop a strategic plan to best position them to accomplish their goals. However, finances are only one piece of the puzzle. Oftentimes, an investor may…
Read MoreDecision to Retire Isn’t Just About Money
by Steve Cassaday, CFP®, CFS We regularly see clients who undeniably have enough money to retire comfortably but will not do it. After 34 years of helping people ramp up to retirement, I have learned that being ready to retire means having enough money but also, and often more importantly, it means being mentally and psychologically ready. Retirement…
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