Stress testing your financial plan can be a very smart way to help make certain that the plan will deliver as promised. The fact is, financial plans that might look great on paper all too often prove to be much less impactful once they are implemented. It is not uncommon for there to be unintended consequences that can derail your agenda.
At heart, stress testing is when you ask, “What if..?” about a variety of areas of a financial plan you have or are considering.
Stress testing is a very powerful form of a second opinion. It has been our experience that many high-net-worth investors would value a second opinion on their finances.
Here’s why you should join them in that effort:
We have a 4-Step process all our clients experience with us. Through our Stress Test, you can enjoy a portion of this experience at no cost.
We will meet with you for a Discovery Meeting. Assuming that we both agree that we have a basis for moving forward, you will return for the Comprehensive Analysis Meeting and the Investment Strategy Meeting.
One of three outcomes will happen from this process:
Either way, you will receive a Total Client Profile and a personalized analysis of your current situation.