Clarify - Seven Habits of Highly Effective People

Brose: Most people don't know what the end is. They've got a dream, but they don't have a goal. For us, it's about finding out what their short-term goals are. And then once we can understand that better, we can then do step two, which is a value. We measure cash flow movements every month for the next 40 years. So from that point of view, it just makes our job as professional advisors so much easier.

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