What CPAs must do at the first financial planning meeting

What CPAs must do at the first financial planning meeting

Tom and Susan Tillery were featured in this month’s Journal of Accountancy®.  They were asked about their unique personal financial planning process.  Here is what they had to say—

“More than most accounting professionals, CPA financial planners delve into the intimate details of their clients’ lives. In fact, for a financial planning engagement to be successful, clients must allow themselves to be vulnerable — sharing their personal and financial habits, certainly, but also their hopes, dreams, and goals.

The initial planning meeting is therefore a crucial juncture in any successful financial planning relationship. Please keep reading—