Financial Planning Is Rarely About The Numbers

If you head out to just about any financial institution and ask for a financial plan, you will soon find yourself amassing a pile of numbers. These numbers are all required to fill in the slots of a questionnaire that feeds a financial planning software program. Once the numbers are in, the program will dutifully spit out a series of projections based on assumed rate of return, historical inflation rates and a few assumptions about how much you...