“It is not necessary to do extraordinary things to get extraordinary results.”
Warren Buffett
The basis for any sound financial decision should be a financial plan. A well-executed plan will consider a client’s assets, liabilities, goals, objectives and tolerances for risk. This document need not be overwhelmingly complex, but should serve as the starting point in any clients’ financial life. Of course, the document should be fluid, as all of our lives change and evolve over time.