Our clients going through different phases of planning requiring different advisor focuses over time. There are times when we need to help “fix” problems and other times when we work behind the scenes to make sure the plan is intact while you’re feeling “fine.” There’s a third, less discussed phase though. Listen to Adam and Ben discuss the milestone “flourish” meeting – a special time when clients have the financial and emotional capacity to reimagine what’s possible after working hard to get to a place of contentment.
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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
