If you asked 100 people what the purpose of financial planning is, the reflexive answer of the majority would likely be to have more money. And this underlying belief, spoken or not, is likely why financial planning so often results in under-implemented plans and satisfaction levels that score just marginally above “meh” on a scale of “pointless” to “life-changing.”
But is “life-changing” even a possible outcome for financial planning, or is that lofty aim an overreach?
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