Investors often let their emotions control their financial planning decisions.This usually translates into running from the market in these inevitable periods of temporary decline.
Author Archive | James E. Wilson, CFP®
Financial planning and preparing for your future can appear complicated. In reality, however, if we keep our focus on 3 numbers, the task is understandable.
In financial planning, much of the value that we bring to client relationships is derived from providing leadership and direction.