Money is such a personal and emotional subject that sometimes clients are reluctant to reveal some of their financial decisions to even their financial planner. When a client isn’t truthful with their financial planner, "I don't want to be adversarial or make the client feel ashamed," said Facet Wealth’s Kevin Barr, CFP®, to Investor’s Business Daily. Instead, he noted, he shifts the focus to the impact of financial decisions and how they affect the client’s financial planning and best next steps.

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