First, a joke:

 

How do you track Will Smith after a snowstorm?

 

 

 

 

By following the fresh prints.

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And now, a plea: 

Please help me strengthen the connection between the profession of financial planning and the following principle borrowed from the world of medicine:

 

Prescription before diagnosis is malpractice.

 

The way I see it, "prescription" of financial advice/products before having a solid grasp of the current circumstances is a lot like putting the cart a SpaceX rocket before the horse.

If this principle were widely adopted, the world would be a different (dare I say better?) place.

For now, I'll settle on infusing Leeway Planning with it by combining great technology with an effective process that begins with "Understanding" — Step 1 of the CFP Board's 7-Step Financial Planning Process.

Anyway, feel welcome to share your thoughts by sending a brief note to hello@leewayplanning.com.

Thanks for your time and may you have a swell rest of the day!

Sincerely,
Cody L. Ward