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FPA Houston Breakfast Meeting - November 19, 2014
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When: November 19
7:30 AM - 8:30 AM
Where: Williams Tower, 24th Floor - Chubb Training Center
2800 Post Oak Blvd.
Suite 2400
Houston, TX  77056
Contact: Melisa Hall

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FPA Houston Breakfast Meeting

Get SMART: Goal Setting and the Financial Planning Process

Presented by: Barbara Stewart, CFP®, PCC
Accelus Partners, LLC
1 CFP & 1 CPA CE

Why do clients engage a financial planner? Typically it is the result of a life-changing event or to deal with overwhelming complexities in their financial situation: a reaction to a challenge rather than a proactive endeavor. As a result, clients usually do not come with clearly defined financial and life goals.

One of the most important aspects of the client and financial planner relationship is the establishment of SMART goals and an action plan. Reviewing and adjusting the action plan, and at times the goal, is part of planning, just as it is in goal-setting. Get SMART about goal-setting and build better client engagements.

Coffee & pastries will be provided.

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