Quick Reference: Discovery Questions That Matter
Use CFP discovery prompts to make one better financial-planning decision.
What question starts the planning conversation? What must this money make possible, prevent, or preserve? The answer reveals purpose before tactics. Product-first versus plan-first advice Use plan-first when the decision affects multiple goals. Can we just choose the highest-return option? Client is impatient and comparing investments. Your line Return matters, but only after we know the job this money has and the risk it cannot take. Do not argue that return is irrelevant; re-rank it inside the full plan. It validates the concern while restoring the planning frame. What makes a follow-up useful? A trigger tied to a specific assumption.…
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