“How strong is this plan, really?”

Trying to answer a question every advisor gets: “How strong is this plan, really?” We’re working on a better way to answer that.

Behind the scenes with Martin Tarlie building the Wealth Plan Score. It’s designed to take everything we already simulate and synthesize it into one signal. Not to change the portfolio, but to give advisors a smarter way to understand the plan and act on it. The goal is simple: clarity.

Curious how others are tackling this. If you’ve built or seen smart ways to evaluate plan strength, we’d love to hear.

#goalsbasedinvesting #wealthoptimization #signal