What does a true financial plan look like? What could be the most important components of a solid financial plan? What should you be looking for? Better yet – do you have a plan, or do you simply have investments? What we tend to find is that most people think they have a plan, but when we break it down and examine it, they have an “analysis,” or a “report,” or some computer-generated system take your personal information and generated a generic, algorithmic result. It’s usually not personal to you, and not custom. Think “cookie-cutter.” So, I ask you again, do you have a “custom” retirement plan, or do you simply have investments? In this episode, we’re going to show you ways to build a custom plan that is designed to fit your needs.