“When planning is not connected to investing, it loses its value.”

We heard a striking analogy recently from a large enterprise firm: “When planning is not connected to investing, it loses its value. It’s like tailoring a custom suit without taking measurements.”

In this 2-minute clip Adam Scully-Power, CIMA®, CPWA® emphasizes to Tim Welsh, CFP the need for:

1. Multi-goal planning across different time horizons (e.g., retirement, college expenses).

2. Household-level portfolio construction that integrates those varying goals.

3. A dynamic, forward-looking approach that adjusts to market and personal changes.

Ultimately, it’s about wealth optimization: designing portfolios that are as precise and responsive as a custom suit, built to fit each client’s life.

#GoalsBasedInvesting #WealthOptimization #AdvisorSolutions