Dollars and Diagrams

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.


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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graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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