Altfest (2014) asserts that financial advisers should assist individuals in developing financial plans that incorporate a client’s specific values, needs, and wants to effectively reach their financial goals.

Authors

• Person: Not available Organization: Financial Planning Association
  Understanding Behavioral Aspects of Financial Planning and Investing

Sources

• Understanding Behavioral Aspects of Financial Planning and Investing www.financialplanningassociation.org Financial Planning Association via serper

Referenced by nodes (2)

• financial goals concept
• financial plan concept