Jessica Ness has a client with a medical condition that likely will force her to retire early. The client thought she had disability coverage through her employer. However Ness, a senior financial planner with CJM Wealth Advisors in Fairfax, Va., reviewed the policy and concluded her client's understanding of the coverage available probably was incorrect.
Like Ness, most financial planners occasionally have to deliver difficult news to their clients. The way in which the information is communicated can determine how the clients consider and accept the changes ahead.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access