Financial planning through the generations

 Cross-generational relationship building is part of the Center for Financial Planning’s commitment to address the planning needs of multiple generations of the families we serve. “It’s so important to reach these younger generations and help them get started in the right direction,” partner Matt Chope explained in a recent interview. Matt’s interview for Raymond James’ AudioFile October segment was intended to educate financial planning professionals, but his message is important for clients as well.

Matt discussed how Center planners share the financial planning process with clients’ children and grandchildren. “I find that if I ask the right question, our clients’ want their children and grandchildren to have a better start in financial planning then they did.” According to Matt, that starts with having the kids and/or grandkids sit down with a financial planner when they are in their 20s or 30s.  “We believe financial planning has the power that can change lives and making good financial decisions is just as important in your 20s as it is later on in life.”