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Goal-based financial planning

Aurora L. Tancock, FLMI, CFP

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Financial planning often focuses on just one goal: retiring comfortably. Tancock will explain how goal-based financial planning is much more of a personalized approach that prioritizes all goals, not just retirement, and how the planning goes beyond just building investment portfolios. The financial planner becomes more of a coach to the client and makes sure they stick to the plan. Tancock believes this is the human touch that roboadvisors will not be able to replace. She will share the processes she uses to build goal-based financial plans that become more than a roadmap to her client’s financial future — they become a roadmap to their life.


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