The experts include Meir Statman, a behavioral economist; Milo Benningfield, a financial planner based in San Francisco; Eleanor Blayney, a consumer advocate for the Financial Planner Board of Standards; Maria Bruno, a senior investment analyst at Vanguard Group; and Tim Steffen, the director of financial planning and wealth management at Robert W. Baird.
The flow chart is comprehensive and its paths are entertaining. It would be a fun way to introduce topics that clients may otherwise be reluctant to talk about.
You could use it with both new clients contemplating a financial plan or existing clients who need to review theirs. You can find the flow chart here. Enjoy!


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