Our mission is to help our clients invest for the lives they want. In fact, a big part of our DBT360 financial planning process is helping clients figure out what it is they want, then finding ways to go pursue it. Investing is one way to pursue your financial goals, but sometimes the best way is to negotiate – for a better salary, benefits, or 401(k) match. In my first article for Entrepreneur, I talk about negotiation, and why I encourage my staff to even negotiate with me.
Debra Brennan Tagg is a CERTIFIED FINANCIAL PLANNER™ Professional and the creator of the DBT360 Financial Plan, a proprietary program that helps her clients prioritize their goals, leverage their resources, and address their risks. She is the president of BFS Advisory Group and teaches the public and the financial services industry about the importance of values-based financial planning and investor education.