Wealthcare Insights

Planning

Goals-Based vs Cash-Flow-Based Planning

Goals-Based vs Cash-Flow-Based Planning

What’s the #1 question we get from advisors when it comes to their planning approach? “Which is a better method: Goals-Based or Cash-Flow-Based?” The answer is…you need BOTH! Click to read more about the differences between the two and how you should incorporate both into your practice.

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