Financial Planning In The Language Of Life

One of the reasons that managing our money can be so challenging is that most of the guidance offered is in a different language. It’s a language created by financial companies selling products, financial regulators reining in the financial companies, personal finance gurus developing a schtick for sale, and the IRS with its endless string of acronyms and code.

For too long, financial planners and advisors have focused on educating clients and teaching them to speak “financialese” when they could be translating financial planning into the language of life that clients can more easily connect with.