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Ep 48: How Complex Should Your Financial Plan Be?

EPISODE · Aug 27, 2020 · 16 MIN

Ep 48: How Complex Should Your Financial Plan Be?

from Unlocking Your Financial Future · host BA Schrock Financial Group

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

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Ep 48: How Complex Should Your Financial Plan Be?

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