For many clients, comprehensive financial plans provide a valuable analysis of their entire financial picture and a roadmap for the future. But for those who find the larger financial planning process daunting or have a pressing decision to make around a pension or inheritance, can a more targeted plan also offer value?
For some advisors, offering modular planning services is the answer to tackling specific client issues, while others prefer to address isolated situations under the umbrella of a holistic plan.
Helen Burnett-Nichols
Discussion