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Sample Plan

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Lifestyle Goals for John and Ann

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After identifying all their Goals, we gathered information about the resources they will use to fund their Goals (including current investments, savings, and retirement income) and then had a conversation with John and Ann about their loss tolerance (they’re fairly conservative). Next, we crunched the numbers to answer their question:

“How can we be certain we’ll reach all of our Goals?”

And the Answer is. . . .

John and Ann can’t be certain. Unfortunately, because future returns are unpredictable, no one can be certain they’ll reach their Goals. But they can be more confident. Here’s how:

First, we calculated the Probability of Success for John and Ann’s Current Plan using a Monte Carlo Simulation. Because the Probability of Success for their Current Plan was too low, we worked together to see what changes might improve their results.

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