Weak Links in Your Financial Planning
Financial planning can only be as strong as the risks that you eliminate from the plan. Any risk leftunaddressed, either intentionally or unintentionally, could undermine the most solid financial planning.
We’ve talked in the past about implementation being driven by the underlying financial planning work.Relative to the assumptions being made, we could construct an incredibly holistic financial plan, andimplement the plan with an effective mix of tools and platforms.