4min chapter

Kitces and Carl - Real Talk for Real Financial Advisors cover image

Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Aligning Your Capital Use With What's Important to You

i want to talk about alignment, and particularly sort of alining. And this is what i refer to as real financial planning. When i use capital, there's always an astrect it says, time, money, energy and attention. So alining your use of time, money,. energy and attention with what's important to you. We get some sense of a deeper sense of purpose, and out of that flow a set of goal. I can't write now because i've got to work so much for my whatever you call i said overtime once. Tha wasn't overtime like what heo like for my bonus. I have to work. Couple of years go by, has

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