scorecard
  1. Home
  2. personal finance
  3. Financial planners share the smartest decisions they've seen clients make with their money

Financial planners share the smartest decisions they've seen clients make with their money

meeting 2

Shutterstock

Financial planners get an intimate view of their clients' priorities.

Financial planners see it all.

Not only do they get an inside look into their clients' spending, saving, earnings, and investments, but they can see past the numbers to the people behind them: their clients' ambitions, fears, priorities ... and decisions.

Below, six certified financial planners answer the question,"What's the smartest decision you've ever seen a client make with his or her money, and why was it so smart?"

READ MORE ARTICLES ON


Advertisement

Advertisement