18MDRT-27A: Goal-Based Financial Planning

Focus Sessions

Financial planning often focuses on just one goal: retiring comfortably. Tancock will explain how goal-based financial planning is much more of a personalized approach that prioritizes all goals, not just retirement, and how the planning goes beyond just building investment portfolios. The financial planner becomes more of a coach to the client and makes sure they stick to the plan. Tancock believes this is the human touch that robo-advisors will not be able to replace. She will share the processes she uses to build goal-based financial plans that become more than a roadmap to her client’s financial future — they become a roadmap to their life.