How to Use a Flow Chart to Help You Make a Good Decision

The authors are very complicated because we all recognize how complex the world is. They're trying to distill everything down into a checklist that fits onto two pages or a flow chart that fits under one page. Depending on the advisor and depending on the clients and the client base, some of those checklists and flow charts might be just too much. So other times it's really simple. It can be like, can I make a conductible IRA contribution? It's straightforward enough that you could probably just send that out and just get that done that way.