Planning

Am I on pace?    That is the primary question when planning for retirement, and monitoring that pace is what is called Planning. With proper planning, you can gain confidence in your current path, better allocate assets to help achieve your goals, and make adjustments if you are off pace.   


Our planning includes a detailed cash flow forecast, including all inflows, projected spending outflows and taxes, and asset growth. We run different scenarios covering different spending assumptions and other scenarios (such as selling a home).   

Our planning can be seen here.

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