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The Planning is Greater Than the Plan Thumbnail

The Planning is Greater Than the Plan

It is great to have a financial plan (aka The Plan).  However, the moment “The Plan” is complete the only thing we know for certain is that it is wrong. Wrong? YES.  “The Plan” has a lot of assumptions:  rates of return, tax rates, the day we retire, inflation, the day our kids get married, etc…

The magic is in “the planning.”  Planning is the ongoing relationship between yourself and your financial planner where you are consistently tweaking and updating “the plan” to simply be less wrong.

important information 

Information in this material is for general information only and not intended as investment, tax, or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.

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