Jordan Bilodeau, CFP®, partnered with eMoney to explore how financial planners can uncover and align clients’ priorities by using the pyramid of priorities as a flexible framework. From foundational needs like insurance and debt management to aspirational goals like legacy planning, the piece emphasizes discovery conversations, visualization tools, and ongoing check-ins to keep clients engaged and balanced. The result is a personalized, long-term financial plan that adapts as clients’ lives evolve.
Check out the article on eMoney here > Uncovering and Aligning Clients’ Financial Priorities