Communication is Critical
Change, the continual process that both we as individuals and advisors must face together since we have three continual process in our lives that change.
First, the standard changes that life deals us, age, death of loved ones, education and changes in career and family need to be incorporated into our financial lives.
Second, the economy continually grows and contracts, concepts of how we as humans evolve economically change our life picture and both investments and personal needs cannot be
Third, the need to address how various investments work within a general plan.