Observations to take with you through 2022
By BRETT DAVIDSON I’m going to attempt to share my observations from 2021 without using the ‘C-word’ (COVID). Ok, I just failed in the first sentence, but that’s it. No more mention of that damn disease, despite it dominating the headlines all year. Let’s focus on what affected financial planning: 1. The power of the financial planning model The power of the financial planning model was shown in 2020 and reinforced in 2021. Ongoing revenue makes up 80%-90% of a financial plan