Why build a risk-based financial plan?
We understand that helping clients prepare for their future is what high quality, professional financial planning is all about. It’s the basis of your relationships and your clients’ long term financial success.
The future is uncertain though and none of us can predict it. Straightline assumptions will be wrong and unlikely to ensure suitability. The best approach is to build risk-based plans and portfolios. These will operate within the risk that your clients are willing and able to bear, in pursuit of their objectives.
A risk-based plan can be a full-blown cash-flow model based on existing arrangements, incomes and expenses, tax and multiple goals. Or it can be as simple as a suitable portfolio or multi-asset investment selected to meet the client’s risk profile. Dynamic Planner helps you deliver high quality, risk-based plans that work and reduce your time and cost.