Some articles on goals, client:
... 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, aint-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 onour lost narcissism lives onin our ego ideal.”
—Judith Viorst (20th century)
“A client is to me a mere unit, a factor in a problem.”
—Sir Arthur Conan Doyle (18591930)