Everyone's financial plan will consist of a different make-up but how long should you expect it to be when laid out on paper? Does a complicated plan mean it's more comprehensive? Marc will take us through his planning process and explain what he typically provides clients.
Read more and get additional financial resources here: http://makeretirementwork.com/397/ep-8-are-complicated-portfolios-necessary/
Today's show schedule:
0:54 – We're now podcasting every week.
2:19 – There are one-pagers and then some really thick packets.
3:20 – Can you get a comprehensive plan on one page?
4:26 – What length do you typically see for a plan?
7:01 – Tell us about a time a new client came in with a complicated plan.
8:50 – What about plans that were too simple?
10:53 – The setup Marc has in his office.
