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From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89

Kitces and Carl - Real Talk for Real Financial Advisors

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The Guide Versus the Traditional Financial Plan

When you're a guide, you don't give them the map and they go on their way. You go with them on the journey. The key to sings of that, to me, is that the map process is the traditional financial plan process. And just even it struck me as i was looking at what right capital came out with, like, strictly speaking, i'm not sure it's really a substitute for the map,. It's bo pulling in up dates from all the account angis behind the scenes. Like, it's literally not actually about the deliverable.

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