At its core, financial planning is about helping clients use their resources in a way that will effectively achieve their most important goals. This means that goal-based financial planning is a natural choice for advisors who want to ensure that their clients are having their most important needs met.
Today’s guest is an experienced advisor who has a keen understanding of goals-based financial planning. Ethan Astaneh is from Vancouver and a graduate of the Sauder School of Business at the University of British Columbia. He is a Certified Financial Planner, member of the Financial Planning Standards Council, and Financial Advisor at RGF Integrated Wealth Management. RGF has 60 staff including 17 advisors, with $2B AUM. Listen to the episode to hear what Ethan has to say about goal-based financial planning.
Topics Discussed in This Episode:
Links:
RGF Integrated Wealth Management
A sample what Ethan’s clients’ dashboards look like
Quotes from Ethan:
“The outcome [that we were after] was increased confidence and clarity for our clients in what we were doing for them and why we are doing it that way.”
“It really starts at the onset in engaging the clients in dialogue and going through the process of separating the must-happen goals from the want-to-happen goals and also identifying what’s actually not important to them.”
“You can define risk in many different ways, but from a planning perspective, we define risk as the probability of not achieving a goal.”
We’re sure you don’t want to miss anything that Ethan has to say, so make sure you listen to the full episode above. Here, we’ve given our quick take on three key ideas that we think you’ll find va...
