When you talk with traditional financial planners, this will almost always be the very first question out of their mouths.
It seems like a fair question.

But is it really the right question?

I don’t think it is. In fact, the question itself raises a number of other questions we need to think about.

First, should you be content simply meeting your needs?

And more importantly, how do you even know what your needs will be 20, 30, or even 40 years down the road?

You don’t.

How do you even answer the question? Basically, all you can do is pop off some numbers that sound good in your head at the moment. And based on these random figures, we formulate an entire financial plan.

Do you see the problem? Needs-based planning starts out with guesswork. That doesn’t seem like the best way to plan for your future, does it? But this is essentially the basis of traditional financial planning. It almost seems like it was designed to fail!

What if I told you we could do better than simply meeting your “needs?”

Ultimately, you want to end up with as much wealth as you can accumulate by maintaining an optimal financial position every step along the way. If you decide you “need” $150,000 per year for retirement and the proper strategies can actually net you $200,000, wouldn’t you gladly take it?

Of course!

This illustrates just one of many fallacies inherent in traditional financial planning. We take a different approach.

To learn more, download the free ebook “Designed to Fail?