Why Financial Planners Cannot Plan the Life That You Want

Why Financial Planners Cannot Plan the Life That You Want

Few days ago, I sat in a product presentation on a software-as-a-service (SAAS) that helps financial planners. This SAAS seeks to help the planners and their clients visualize how adding different life goals to their lives affects their wealth accumulation outcomes.  It seeks more for the planners to be able to communicate how complex our […] …