Kitces & Carl Ep 14: Projection-Free Financial Planning To Avoid A False Sense Of Precision

In our 14th episode of Kitces & Carl, your hosts explore the various functions that a physical financial plan deliverable plays in the financial planning (and client relationship trust-building) process, share their viewpoints on how written financial plans can be used effectively to help clients, and discuss what ultimately matters most for clients, regardless of whether their financial plan is one page or requires a 2” binder and color-coded tabs. For further details, see and

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