Client Goals

Some articles on goals, client:

Financial Planner - The Process
... Step 1 Setting goals with the client This step (that is usually performed in conjunction with Step 2) is meant to identify where the client wants to go in ... Step 2 Gathering relevant information on the client This would include the qualitative and quantitative aspects of the client's financial and relevant non-financial situation ... the information The information gathered is analysed so that the client's situation is properly understood ...

Famous quotes containing the words goals and/or client:

    Our ego ideal is precious to us because it repairs a loss of our earlier childhood, the loss of our image of self as perfect and whole, the loss of a major portion of our infantile, limitless, ain’t-I-wonderful narcissism which we had to give up in the face of compelling reality. Modified and reshaped into ethical goals and moral standards and a vision of what at our finest we might be, our dream of perfection lives on—our lost narcissism lives on—in our ego ideal.
    Judith Viorst (20th century)

    A client is to me a mere unit, a factor in a problem.
    Sir Arthur Conan Doyle (1859–1930)