I got hooked onto Lee Eisenberg’s new book, “The Number” (Simon & Schuster, 2006), via Elaine Morgillo, a certified financial planner and president of New England-based Morgillo Financial Management.
She says that the longer she practices financial planning, the more she realizes the importance of learning the “core values and non-financial goals” of her clients. Catch that last item? Non-financial goals.
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