You've entered an area I call "Lifetime Planning Concepts". Rather than dealing with the technical tactics found in the "Toolbox" section, "Concepts" address key topics that set the course of the client's strategy.I have chosen these "Concepts" because they are, in my opinion, critical issues that must be explored by those wanting to increase their chance of finding financial freedom.
"Lifetime Planning Concepts" are the result of years of working with clients, a liberal dose of Nobel Laureate academic research and years of my own personal experiences.
The concepts you will explore in these pages are woven into our practice. They allow us to more closely reflect the real world our clients live in. By putting these concepts in action, we hope to increase our clients' chances of success.
