Financial Autonomy · Will Your Money Last? 5 Things Your Retirement Plan Needs to Consider
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run long-term projections that check a client’s projected asset position at age 90 to assess plan viability
“‘We shed a lot of retainer clients… pivot to project-based, outcome-based, strategic projects… expert service-based businesses’”
“It gave me a pretty decent project plan. It drafted the new email that I needed to write. And the whole thing became maybe an hour of my work with a little bit of supervision, instead of, you know, 20 hours project planning”
“I had basically four 90-minute sessions with them over two days and walked them through that assessment. And the feedback I got was very positive”
“We do run an annual investment plan… one-year horizon for risk positioning… five-year horizon… we have a portion of the portfolio that’s in illiquid assets… need the right buffer to avoid forced seller.”
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