Joe and Lindsay discuss the importance of transparency in financial planning by sharing a recent client story. A couple came to them frustrated by their previous advisor's lack of clarity, unsure whether they could reach their retirement goals. Through our process—beginning with a strategy session and followed by a comprehensive plan—the couple clearly understood their situation, even though the news wasn't exactly what they wanted to hear. Ultimately, the key takeaway is that honest, actionable advice empowers clients to make informed decisions and stay on track toward their goals.

Read the full show notes and find more information here: EP 109 Show Notes