Financial Life Scenario Planning

October 13, 2015 Uncategorised

icon-planPlanning is great, but limited. Unfortunately, because of the pace of change, plans become outdated the day after they are created. While there may be some indicators and ideas that are useful, the only thing that’s truly relevant are a series of Financial Life Scenarios that can be “crash tested” against different variables.

If you encounter a major life change, wouldn’t you like to run the financial scenarios so that you have clarity on your next steps? We think it’s critical.

Our process takes everything we’ve learned about your current financial situation and the goals you have for the future, and then incorporates a scenario exploration to see how different situations might play out based on your resources, and your goals. It’s an active engagement that doesn’t result in a dusty plan on a shelf somewhere; it results in you have the capability to look, analyze and respond.