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Results: 2

Nima Tousi, CFP, CLU

Nov 5, 2017

Let's talk about sailing through life

Tousi provides a metaphor that has been useful for him in communicating the impact of a successful financial plan to clients. With a balanced approach, clients can move against the tide of inflation, be safe in an economic storm and have the right life preserver in case their boat does not make it back to shore.

Nima Tousi, CFP, CLU

Feb 12, 20184 min

Let’s talk about sailing through life

Tousi provides a metaphor that has been useful for him in communicating the impact of a successful financial plan to clients. With a balanced approach, clients can move against the tide of inflation, be safe in an economic storm and have the right life preserver in case their boat does not make it back to shore.