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People often come to me with a specific need…..I inherited money, I lost my husband, I changed jobs, I just got divorced, I need to send my kid to college, I want to retire, etc….. Before recommending what to do, I ask them about their goals, their risk tolerance, their expenses, their debts, their fears, their desires, their family situation, and many other issues that they may not have thought about. All thes data is needed to make recommend a proper solution.
Knowing your client and all their concerns/issues is an essential part of being a CFP.
