As a financial counselor, I help real people with real issues. This series on case studies will walk our readers through the process of discovering the short term and long term goals of my clients, formulating a plan to achieve those ends and then holding the client accountable to actually carry out the plan and thus accomplish the goals.
I will use real life studies with fictitious names, always with the approval of the client. Some turn out very well, some fairly well and some not so well. I will not “cherry pick” just the successes, but plan to write of some that do not accomplish their goals, assuming I can get permission. [click to continue…]
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