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George Lorimer on Keeping Perspective… Learning from Legends

Keeping perspective is important, there are things that money can buy and things money can never buy. When building out...

Keeping perspective is important, there are things that money can buy and things money can never buy. When building out a financial plan the starting focus typically starts quantitatively, meaning numbers. However, once we have determined the necessary amounts to save, inflation rates, investment returns, etc. we need to move on to the more qualitative factors. These factors play just as important a role in the plan as the actual numbers do, some feel they are even more important.

If you haven’t recently reviewed your financial plan you should contact your CERTIFIED FINANCIAL PLANNER™ Practitioner.

If you aren’t currently working with a CERTIFIED FINANCIAL PLANNER™ Practitioner you can learn more about my practice HERE or you can find other CFP® Practitioners HERE

09/13/2017

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