Financial planning documents can be long, complicated, and intimidating. With so many assumptions, graphs, and recommendations, do your clients’ eyes glaze over when presented with their final plan?
Perhaps a succinct, one-page diagnostic report might be in order.
In this month’s column for Morningstar Advisor, I reviewed goalgamiPro from Advisor Software, Inc., which may help reduce that dazed and confused look you receive when delivering planning advice to clients.
