Many of us follow life’s traditional path: education, marriage, kids, house, career, save, retire. As planners, we know how to help our clients reach these goals. But I believe our real value comes in helping clients acknowledge the goals and dreams they’re too scared to admit to themselves.
Divorce rates are steadily high and nuclear families are in the minority. What if we could help clients realize in advance that they don’t want to get married? Or don’t want to have kids? What if we talked less about money, and more about what people really want — even if they don’t know it themselves?
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