Frequently Asked Questions > Financial Planning > What is a “living financial plan?”
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We believe that financial planning should be more than just a one-time exercise. Because financial situations and economic cycles change frequently, we have designed a service known as a “living financial plan.” A living financial plan is a traditional financial plan that is continually updated as your financial life evolves. The result is a plan that can be used as a “testing bed” for all of your financial decisions. A living financial plan also allows us to give more proactive financial advice based on up-to-date assumptions.
Last updated on November 14, 2009 by NA