Difficulties with Goal-Based Financial Planning: Humans Are Not Good at Goals

Goal-based financial planning promises a client-centered approach, but human nature makes it more complex than it seems
By
Brendan Pheasant, CFP®, ChFC, and Meghaan Lurtz, Ph.D.

Journal of Financial Planning: March 2026

 

Sign in to continue.

Access this exclusive member content, plus so much more.

Become a member

  Sign in

Journal: March 2026

More from this issue

Related Events