3 Crucial Tests Your Financial Plan Must Pass - How Strong is Yours?

Ever wonder if your financial plan could survive a market crash, job loss, or medical emergency? Or if your investment allocation will get you where you need to go? In this video, I will show you three critical tests that will reveal exactly how strong your financial plan really is and if you need to make any course corrections now before calamity hits.

Chapters:
0:00 Introduction
0:42 Chapter 1: Test 1- The 30% Market Decline
5:13 Chapter 2: Test 2 - The Zero-ReturnScenario
7: 27 Chapter 3: Test 3 - The Income Loss Stress Test
10:14 Chapter 4: The Purpose of Stress Testing Your Plan

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Chisholm Financial Planning & Investments is owned by Jenny Logan and is a registered investment advisory firm regulated by the Securities & Exchange Commission in accordance and compliance with US securities laws and regulations. Chisholm Financial Planning & Investments does not render, or offer to render, personalized investment or tax advice through any videos or other content on any social media platform to include YouTube. The information provided in these videos is provided without compensation and for informational and educational purposes only and does not constitute financial, tax, investment, or legal advice.

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