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TRADITIONAL FINANCIAL PLANNING SUCKS!

 

No offense to my well qualified colleagues, but if your financial plan is not simple enough that you could explain it to someone else, it will not be effective. Nor will 50 pages of charts and graphs that you do not understand will not inspire you to make positive changes.

Not having a plan will make you work longer than you probably have to, spend less than you can afford to in retirement, pay more to the government in taxes, and leave a smaller legacy than is possible.  Not cool, not cool at all.

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Life is busy.

Like, sooooo busy. 

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  • You know that you do not have the time, interest, or experience to do it yourself.
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