Unlocking Your Financial Future

Ep 48: How Complex Should Your Financial Plan Be?

August 27, 2020

If you visit a financial advisor, how complex should your plan be? Is a one-page plan too simple? Is a 50- to 100-page plan too much? We’ll explain how much detail you should expect in your financial plan.

 

Read more and get additional financial resources here: https://www.baschrock-fg.com/podcast/ep-48-how-complex-should-your-financial-plan-be/ 

 

On today's show: 

2:48 – What’s the typical range of a financial plan?

4:39 – What’s the ideal length of a plan?

6:10 – Does it depend on what the client wants?

8:20 – Examples of complicated plans

9:52 – Examples of simple plans

10:38 – Are long plans a red flag?

13:14 – Mailbag: Retiring at 55