It is critical to learn the clients individual preferences for a client/planner relationship (developmental, humanistic, cognitive-behavioral), mode of financial plan (data driven, policy driven, relationship driven), and what kind of approach is best suited for their learning/implementing style (pie chart approach, ratio analysis approach, etc.). By methodically approaching each of these aspects of a financial plan with an open mind every time we interact with the client, we not only hear what our client is saying, but why they are saying it. Then, we match the learning and teaching styles that will plant the client in the ideal environment to flourish.

How does this help with matching the financial planning framework to the client's needs and circumstances?