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WILLIAM LETZER- HOW DOES FINANCIAL PLANNER WORKS FOR YOUR NEEDS?

Any of the leading financial planners would say that, as a matter of course, they have always helped clients prepare for their lives. On the other side, it is important for the clients to know that a financial planner can do things beyond your money management in a more humanized way. William Letzer is one such financial analyst who can extend his role from financial management to coaching, mentoring, and life planning.

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WILLIAM LETZER- HOW DOES FINANCIAL PLANNER WORKS FOR YOUR NEEDS?

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  1. WILLIAM LETZER- HOW DOES  FINANCIAL PLANNER WORKS FOR  YOUR NEEDS?  With the shift towards "financial life" planning, the essence of financial planning has begun to evolve drastically in the past 10 years. The goal of financial life planning is to incorporate both your life and money more consciously into the financial plan and investment portfolio. Any of the leading financial planners would say that, as a matter of course, they have always helped clients prepare for their lives. On the other side, it is important for the clients to know that a financial planner can do things beyond your money management in a more humanized way. ​William Letzer is one such financial analyst who can extend his role from financial management to coaching, mentoring, and life planning. On the premise that helping consumers meet their goals is central to financial planning, it is important to help them understand who they are and their life plans. These elements are central to a position that requires a greater focus on non-financial issues. At some level, non-financial coaching and therapy are important, and over the last 5 years, 74 percent of these planners report they have increased this work. Further, advisors are saying 25 percent of their time is spent on non-financial issues. 81% of personal life goals, 66% of career, and 44% of physical wellbeing are the non-financial problems that come up the most.

  2. Then add to this, through their planner, clients are now taking emotional difficulties such as divorce, addiction, mental wellbeing, and spirituality up 10 to 20 percent of the time. The primary advantage of being your coach or mentor for a financial advisor is that it can help create a stronger long-term relationship built on confidence and a higher degree of mutuality. This is crucial for helping you make financial choices that are important and long-term. With a financial planner, walking the path of life will allow: ➔ Clear advice on both financial and life problems is to be obtained. ➔ Wisdom from one who has expertise both financially and in life. ➔ Learning from the success of others and their errors. ➔ A true collaboration that is focused on sharing who they are. William Letzer helping his clients receive much higher benefits can be a great choice when it comes to financial or other investments.

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