Is Your Financial Plan Dead on Arrival?
Does your financial plan gather dust, quickly becoming obsolete? Or are you constantly changing it based on every market headline? 😩 Both are common "either/or" traps that lead to stress and poor outcomes. 🗓️
This short introduces the constitutional "Both/And" solution: creating a "Living Constitution" for your finances. This plan contains core, unchanging principles AND a built-in process for periodic review and adaptation. You adapt your tactics to new life circumstances (e.g., career changes, family growth) without sacrificing your core beliefs.
This is how a Sound financial strategy can be both durable and dynamic. It is a core principle of our SafeSimpleSound approach to long-term financial stability.
Get Your Free Guide to Resolving Financial Contradictions!
Download our free guide to learn how to build your "Living Constitution" and create a financial plan that endures and adapts with you
🎯 WHAT YOU'LL LEARN:
The danger of a "set-it-and-forget-it" plan
The two parts of a "Living Constitution"
How to combine unchanging principles with a process for adaptation