The financial planning process outlined in this book is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement.
Readers will learn:
Here’s what the most recent version of the book now includes:
The Bucket Plan Certified® Advisors
Bucket Plan Certified (BPC) advisors are taught to use a set of planning tools that ensure a comprehensive holistic planning process for clients. The resulting Bucket Plan accounts for your unique income needs, time horizon, volatility tolerance, and tax situation for a personalized and product-neutral financial plan. The proven process ensures advisors ask the right questions and identify all necessary considerations to design a structured and comprehensive plan that supports the future you want now, soon and in the distant future.
Benefits of working with a Bucket Plan certified advisor:
Are you confident that your existing financial plan will be able to meet your needs far into the future?
Ask yourself these questions:
If you’re like most retirees, your answers to these questions will be a resounding “no… not by a long shot.”
Now take a minute to assess your current financial health by filling out our Financial Health Scorecard.
This scorecard is a valuable tool that will help you pinpoint any specific areas of your financial life that need improvement as of today.