The Bucket Plan® Financial Planning Process

The Bucket Plan® process is an asset allocation system around which our financial planning philosophy is built. We use this system to develop simple, holistic financial plans that our clients understand. The Bucket Plan has been defined, refined, and tested, so it is now a set of proven processes that are easy to duplicate and scale to the size of any portfolio.

The Bucket Plan® process helps mitigate the greatest dangers of retirement today, market risk, interest rate risk, and sequence of returns risk. And at the same time keeping an eye towards legacy planning for a surviving spouse and family as well.