What to Ask Clients to Start Their Financial Plan
Often, financial planning is not a client's top priority. Perhaps they think they're too young to get started, or maybe they don't know where to begin. As an accounting professional, you can guide clients through their financial plan by asking the right questions. In this article, Bryce Sanders, president of Perceptive Business Solutions, Inc., lays out the six questions to ask a client to show them why it's never too early to start saving money for the future.