Broker Check

Financial Planning Video Series--Part 3: Putting It All Together

May 10, 2022

If you were to plan a trip for vacation, the presumption would be that you would plan the best route possible. In all likelihood, however, there would be some things for which you wouldn’t plan, and that’s directly related to the simple fact that it would take a tremendous amount of effort to simulate and account for that which might not go as expected.

For example, if you were planning a trip out-of-state, then there’s a good chance that there would simply be a prohibitive amount of road that you will plan to travel to have a plan for any instance in which you might acquire a flat tire—there’s simply too much road for which you would need to account. To be sure, the same problem exists with financial planning, but we are able to mitigate some of that through various tools that we use. This video gives insight into the main tool that we use to evaluate decisions and arrive at the best plan for you.