Your clients are looking for a better way to plan for the future.
For many clients, selecting financial goals is challenging. In fact, in one 2019 Morningstar study, 73% of participants changed their previously stated financial priorities after being presented with a master list of common goals.1 For advisors, identifying goals is just the start—building effective financial plans demands flexibility and a deep understanding of how your clients' priorities evolve.
Use Betterment's five-step framework to guide your clients in identifying, focusing, and revising their goals and create more meaningful, personalized financial plans.
