The Importance of Stress Testing Your Wealth Strategies (00:49)
When wealth plans fail, the errors can often be attributed to a lack of attention to the human element — the part of planning that focuses on understanding everything and everyone important to your family—as well as everything and everyone that could be affected by decisions concerning your finances. Technical proficiencies are critical, but problems often result from crossed wires or failing to think through what actually matters to you and your family. Stress testing is one of the ways we prepare you and your wealth plan to endure any number of circumstances. Additionally, putting your plan through its paces enables us to defend you from things that could get in the way of getting what you want out of life.
