Our Thoughts

Putting the Personal in Personal Financial Planning

Quantitative financial planning is the nuts and bolts numerical analysis of what a client’s monetary needs are and how to achieve them. Qualitative financial planning, on the other hand, focuses more on a client’s values and desires and takes the shape of a more holistic life planning process.  Evan Meyers shares an article that explains why the qualitative side of the equation is so important, and how to find a planner who will focus on it (Hint: think CFP).