Financial Planning First: Chapter 3

CHAPTER THREE

Client story: Balancing economics and emotions

Sarah recounts a story about a client who had the choice of either paying off her mortgages or continuing to pay them down over time to enjoy a low interest rate. While one of those choices was more financially beneficial to the client, the other choice was psychologically superior to her. Watch the video to find out which choice the client ended up making and why. (1 min.)

Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Private Ocean is engaged, or continues to be engaged, to provide investment advisory services.