Did you know that successfully achieving financial goals takes an entirely different skill set than setting those goals? It is true that your clients must figure out exactly what financial goals they wish to achieve. Once they have that understanding, those clients need a roadmap to achieve those goals.
It will be up to you to motivate and support your clients with behavioral change. We’ve shared how you can empower your clients with S.M.A.R.T. goals. Now, we are going to share the Financial Social Work 5-step approach to goal achievement process so you can help your clients take the steps needed to see success reaching their financial goals.