Why Your 'Perfect' Plan Can Fail
In many families, the person who manages the finances builds a plan that is perfect, efficient, and works beautifully. But the moment they are unable to manage it, that plan can fail. The either/or dilemma is between building a perfect plan or one that is accessible.
This concept elevates financial planning beyond simple strategy to include resilience through accessibility. The solution is a commitment to partnership. Transforming a 'ghost plan' into a 'living map' is a core tenet of sound, comprehensive financial planning.
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DISCLAIMER: This content is for educational purposes only and should not be considered personalized financial advice. Always consult with a qualified financial professional before making financial decisions.