The Problem With Precision In Financial Planning

There was a time when I thought the optimal goal of financial planning was to collect vast amounts of information, boil all of that information down to an extensive list of assumptions and finely-tuned projections, and then to “click a button” and calculate precisely what a client should do based on those assumptions.

Read the full article, on Forbes.

More about the author: Tim Maurer

Tim Maurer, CFP®, RLP® is Head of Wealth Management for Triad Financial Advisors. A graduate of Towson University, Tim taught financial planning at his alma mater for seven years. He is a CNBC contributor and also writes for Forbes.

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