When financial planner Erin Wood first meets a new client, she lays out a set of postcards with various images on them, and tells the client to pick five that represent what they want out of their lives. Common goals include paying for a younger relative’s education, traveling the world, and giving to charity. These goals are defined by what client’s values are, and understanding those values is fundamental to understanding what the client really wants and why.
Key Takeaways:
- By visualizing our future, we can begin to financially achieve our goals
- Creating a personal credo with core beliefs is critical for success in life
- Having a written path helps us take actions to set up investment accounts and attainable financial well-being
“When I sit down with a new client, usually a married couple, I take out my postcards and lay them on the table.”
