FA Whitepapers

April 2019    

Mining for Goals: How Behavioral Nudges Can Help Investors Discover More-Meaningful Goals

How can advisors help investors identify financial goals that are relevant not just today, but for the long term? Goals-based financial planning offers an effective and motivating solution. For goals-based financial planning to succeed, advisors need to know what their clients’ goals are. Read Morningstar’s latest research paper, which includes a printable goal-identification worksheet.