Life goals and financial goals are intertwined. It’s rare to have one without the other.
That’s why Russell Jacobs, of Jacobs Coolidge & Company LLC, starts every new client relationship with the RICH® Planning Experience: a holistic approach to financial planning.
The RICH® Planning Experience is a four-step discovery process: relate, inspire, compose, and hold accountable. This unique, client-centered process is grounded in psychology and driven by a desire to help clients live their best lives.
In this episode, Russell shares the philosophy behind their unique approach, dives into the four steps, and shares his clients’ experiences with the RICH® Planning Experience
Join the conversation and learn how you can apply this process to your own life.