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Financial Resolutions to Reduce Risk and Strengthen Community

Lovaii Navlakhi CFP IndiaBy Lovaii Navlakhi, CFP

As you can see, I spent quite some time thinking through what my New Year resolutions should be. My mind wandered to the many roles that I play as a financial advisor. I am a custodian, I am a coach, I am an analyst, I am a crystal ball-gazer, I am a punching bag. While some of these may be distractions, I have to keep my eye on the goal post — on which are imprinted my clients’ financial objectives.

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