Retirement Pathfinder

End of Year Planning Tasks

Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021.

Important Links:

Pathfinder Wealth Management: http://pathfinderadvisory.com/

Contact: http://pathfinderadvisory.com/contact/

The Customer Isn’t Always Right

In the retail world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice? Let’s talk about some statements you might hear from clients that might require you to push back because the customer isn’t always right.

Important Links:

Pathfinder Wealth Management: http://pathfinderadvisory.com/

Contact: http://pathfinderadvisory.com/contact/

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