In this third video in our series of commonly asked questions we receive, William M. Coxe Jr., Private Client Advisor, discusses the importance of goals in the Financial Planning process. He touches on the wide spectrum of goals and objectives for different individuals: from creating a budget to buying a private island.
A financial advisor will work in tandem with the client to take those long terms goals and incorporate them into an evolving financial plan. William also explains the importance of reaching those goals by applying reasonable assumptions about returns, inflation, and cost of living.
Listen in to learn more.
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