In this conversation, Chris Papin and Brad Tafoya delve into the complexities of understanding client desires in financial planning. They discuss the importance of creating a safe space for clients to express their true wants and needs, often hidden behind societal expectations. The dialogue emphasizes the role of guidance and community in navigating these desires, adapting to change, and the continuous growth that comes from revisiting goals. Brad shares insights on the process of financial life planning, highlighting the significance of listening and understanding the underlying motivations of clients. The conversation wraps up with personal anecdotes and the importance of seeking help and support in both personal and professional realms.
About the Guest
Brad Tafoya is the owner of Tafoya Barrett and Associates PC, Tax Accountant, Certified Financial Planner™ and Registered Life Planner that focuses on progressive planning for all the tax and financial events that happen in your personal and business lives. I will help you make the right decisions and save money along the way!
To learn more, visit:
https://papinspeaks.com/
Listen to more episodes on Mission Matters:
https://missionmatters.com/author/chris-papin/
