Blog Archive

What is your Plan B?

02.02.2022

In our practice and through the financial planning process we explore different scenarios and events which could, and one day most likely will, impact your life.  Death, disability, long-term care, unexpected expenses, the list can be long. We work on solving for these unknowns which is what ultimately becomes your Plan B, even if you didn’t know you had one. We also occasionally work through resistance on our clients’ part to face these potential unforeseen and unpleasant events.  We work hard to bridge this resistance because we have seen what happens when there is no Plan B in place.