{"id":116891,"date":"2023-09-18t11:58:03","date_gmt":"2023-09-18t15:58:03","guid":{"rendered":"\/\/www.g005e.com\/?p=116891"},"modified":"2024-08-27t17:01:12","modified_gmt":"2024-08-27t21:01:12","slug":"financial-planning-beyond-the-numbers","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/09\/18\/financial-planning-beyond-the-numbers\/","title":{"rendered":"financial planning: beyond the numbers"},"content":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-116967\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/mirroryoungoldmen_adobestock_71278066.jpeg\" alt=\"young man looks in mirror, sees older version reflected back\" width=\"1600\" height=\"1067\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/mirroryoungoldmen_adobestock_71278066.jpeg 1600w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/mirroryoungoldmen_adobestock_71278066-424x283.jpeg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/mirroryoungoldmen_adobestock_71278066-849x566.jpeg 849w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/mirroryoungoldmen_adobestock_71278066-768x512.jpeg 768w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/mirroryoungoldmen_adobestock_71278066-1536x1024.jpeg 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/mirroryoungoldmen_adobestock_71278066-300x200.jpeg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/mirroryoungoldmen_adobestock_71278066-600x400.jpeg 600w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/strong><\/p>\n<p><strong>strive for harmony between your present and future selves.<\/strong><\/p>\n<p><em>by rory henry, cfp, bfa<\/em><\/p>\n<p>when helping clients plan for retirement, exit their business or reach other major financial goals, we tend to default to the numbers. financial projections, spending needs, drawdown rates and risk tolerance are great navigational aids, but as lewis carroll wrote in alice in wonderland, \u201cif you don\u2019t know where you\u2019re going any road will take you there.\u201d<\/p>\n<blockquote><p><strong>more rory henry:<\/strong>\u00a0<a href=\"\/\/www.g005e.com\/2023\/08\/07\/rory-henry-be-the-flywheel-to-increase-revenue\/\">be the flywheel to increase revenue<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/09\/18\/financial-planning-beyond-the-numbers\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>in the fast-evolving field of behavioral finance, research shows that understanding clients\u2019 emotional relationship with money is just as important as the numbers. and a new approach is showing that getting in tune with our future selves is one of the best ways for clients and their advisors to plan for retirement.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2023\/09\/18\/financial-planning-beyond-the-numbers\/#more-116891\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f09%2f18%2ffinancial-planning-beyond-the-numbers%2f&amp;t=financial+planning%3a+beyond+the+numbers'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  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<\/div>","protected":false},"excerpt":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-116967\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/mirroryoungoldmen_adobestock_71278066.jpeg\" alt=\"young man looks in mirror, sees older version reflected back\" width=\"1600\" height=\"1067\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/mirroryoungoldmen_adobestock_71278066.jpeg 1600w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/mirroryoungoldmen_adobestock_71278066-424x283.jpeg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/mirroryoungoldmen_adobestock_71278066-849x566.jpeg 849w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/mirroryoungoldmen_adobestock_71278066-768x512.jpeg 768w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/mirroryoungoldmen_adobestock_71278066-1536x1024.jpeg 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/mirroryoungoldmen_adobestock_71278066-300x200.jpeg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/mirroryoungoldmen_adobestock_71278066-600x400.jpeg 600w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/strong><\/p>\n<p><strong>strive for harmony between your present and future selves.<\/strong><\/p>\n<p><em>by rory henry, cfp, bfa<\/em><\/p>\n<p>when helping clients plan for retirement, exit their business or reach other major financial goals, we tend to default to the numbers. financial projections, spending needs, drawdown rates and risk tolerance are great navigational aids, but as lewis carroll wrote in alice in wonderland, \u201cif you don\u2019t know where you\u2019re going any road will take you there.\u201d<\/p>\n<blockquote>\n<p><strong>more rory henry:<\/strong>\u00a0<a href=\"\/\/www.g005e.com\/2023\/08\/07\/rory-henry-be-the-flywheel-to-increase-revenue\/\">be the flywheel to increase revenue<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/09\/18\/financial-planning-beyond-the-numbers\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>in the fast-evolving field of behavioral finance, research shows that understanding clients\u2019 emotional relationship with money is just as important as the numbers. and a new approach is showing that getting in tune with our future selves is one of the best ways for clients and their advisors to plan for retirement.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2023\/09\/18\/financial-planning-beyond-the-numbers\/#more-116891\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f09%2f18%2ffinancial-planning-beyond-the-numbers%2f&amp;t=financial+planning%3a+beyond+the+numbers'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  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