It can be about intuition and personal preference. The financial planning process has a lot of mathematical inputs; charts, graphs, calendars, forecasts, and so forth. The component that is often overlooked and underappreciated is personal relationship component.
Acknowledging and focusing on the professional aspects of the process are as important as the intangibles. Intangibles take time and are for the most part undefined. Focus on personal professional relationship component.
Make it happen.