Summary: There’s one crucial question I ask of clients before I start working with them. It often doesn’t take too long to answer, but it can determine if I accept these people as clients or not.
 If I can refocus my definition of success on continual improvement and the positive impact on people’s lives, tangible milestones will become only part of the story. Earning money and prudently saving will become less of a focus, and the journey of life will become more fulfilling."Dave Grant, a Financial Planning columnist, is founder of Retirement Matters |
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