Financial approach stresses life values, not dollar value: Final Edition
Financial approach stresses life values, not dollar value: Final Edition
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Publisher
Edmonton, Alta: Postmedia Network Inc
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Language
English
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Publisher
Edmonton, Alta: Postmedia Network Inc
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Contents
"The idea was that we really should be taking a more values- based planning approach when we're dealing with clients and their families, rather than just a financial approach," [Enzo Calamo] said. "(That's) not to say that finance is not an important aspect of planning; however, it's just a tool to help people really achieve the life that they want...
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Financial approach stresses life values, not dollar value: Final Edition
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TN_cdi_proquest_newspapers_253372803
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https://devfeature-collection.sl.nsw.gov.au/record/TN_cdi_proquest_newspapers_253372803
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ISSN
0839-296X
