Traditional financial planning is a badly flawed process. Most plans were doomed from the start, because they’re based mostly on increasing net worth through investment products projections, “hoping” past performance of such products occurs again in the future.
The key to successful plans is the same as to why a business ends up successful – managing cash flow properly!
For 25 years, my business partner David Suckey and I have been providing a planning process that has led to 94% of our clientele remaining with us long after the plan was implemented.
Here are two videos that share some of the in-depth work we do that makes over 9 out of 10 clients of ours, truly satisfied (What some have said about us):
If you are a U.S. resident and like to see if we can be of service to you, please feel free to email me at peter@petergrandich.com.
