The Bucket Plan® Philosophy
A holistic approach to Financial Planning. We have developed and refined The Bucket Plan® philosophy over many years.
A holistic approach to Financial Planning. We have developed and refined The Bucket Plan® philosophy over many years.
The Bucket Plan® Best Interest Process, a three-bucket approach to segment money based on purpose and time horizon.
These days, it seems like everyone is in the business of offering financial advice; Banks, Accountants, Attorneys, and Insurance companies, just to name a few. Most people have no idea on how to differentiate between these choices and where to get good advice. So where’s a consumer to start? A good foundation is understanding ‘Suitability’ vs. ‘Fiduciary’ Advice.