After over 20 years of being a financial planner, you certainly pick up a few things. You realize every plan is different, and every individual is unique. I’ve learned people’s tendencies and what makes different people tick. I’ve also had the pleasure of seeing countless people achieve their life goals, which is all extremely satisfying stuff.
However, for all the differences we have, I find equally interesting the fact that the key tenets of what make our financial plans work are relatively similar, and the list is fairly short. This naturally bodes the question of what are the key drivers in making our financial plan work?
