5 Steps to a Stronger Financial Plan

Ready for a Financial Check-In? Now’s the Time to Get Back on Track  It’s not that planning is pointless. It’s that we need to treat planning as a process, rather than a one-time event that we set and forget. We also need strategies for building stronger financial plans that can actually withstand the inevitable bad luck, bad decisions or bad assumptions that happen along the way.  You don’t have to predict the future to build a better plan. At our financial planning firm, we’re not trying to be right all the time. Instead, our goal is to give risk — in investments and in life — the respect it deserves and build strong financial plans that recognize how probability actually works. Here’s how you can do the same.

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