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Value Creation Blog

Stop Planning Your Life!

In the wealth management world we seem to spend all of our time planning.  We plan for how much money you’ll need.  We plan for how you’re going to send your kids to college.  We even plan for when you can retire.

The problem with all of this planning is that it’s just an idea.  Because we call it a plan you think what we give you is real.  I hate to surprise you it’s not.  A very small change in a return rate can throw your well thought out plan into a tailspin that just might be very difficult to get out of.

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Topics: wealth management, personal growth, budgeting


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