Every financial planner has had this experience. A client couple comes to you in some financial distress. And they came to the right place: This is what you do, and you're good at it (if you don't say so yourself).

After establishing rapport, you gather data, analyze it, establish goals, develop solutions and deliver a stellar comprehensive financial plan. As you review the plan and your recommendations, your clients nod their heads frequently, ask questions, smile, thank you vigorously for your wisdom and insight, shake your hand and walk out the door.

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