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Great Plan But No Action: Understanding the Client’s Relationship With Money  


Author:  Marty Z.  Carter.


Source: Volume 06, Number 05, July/August 2007 , pp.1-9(9)




Family Foundation Advisor

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Abstract: 

“It’s important to understand the client’s attitudes and behaviors with money.” Doing so provides advisors with more information and insight that affect client wealth. This discussion is divided into three parts: €¢Common Wealth Issues Facing Families (the psychological problems people have with money); €¢ Psychological Roadblocks to Effective Financial Planning; and €¢ Solutions to Psychological Roadblocks.

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