Exploring the Benefits of Goals-Based Financial Planning
09/14/2017
Goals-based financial planning allows clients to save for multiple objectives across various time horizons.
A goals-based approach to financial planning is a philosophy that serves as the backbone or framework for a process that offers many benefits to both the client and advisor. HilltopSecurities believes in goals-based planning and in the following article we explore some of the practical advantages to this approach.
