It’s tempting to think of financial planning as running along a straight path. We are crossing the sea on a ship. We see the destination port in sight. We set sail in that direction. We might encounter rough seas and storms, yet we keep moving ahead, making progress toward goals. In reality, it might be similar to a maze. We know the objective, yet obstacles are put in our path, requiring changes of direction to reach our destination.
See the gallery above for what might change the client’s path in 2022.