Join our hosts Jason L Smith and Bryan Bibbo with special guest, Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and Alison Wealth Management, as they continue breaking down The Bucket Plan® financial planning process step by step.  

This episode covers step two of The Bucket Plan® process, known as the “Design” phase, where we analyze all your assets and how they come together to formulate your holistic plan.  

Key Topics Discussed: 

• Overview of The Bucket Plan® Process: A recap of the previous episode on “Discovery,” phase and each step of the planning process: Discovery, Design, Deliver, Dedicated. 
• Document Analysis: Carefully reviewing your financial documents to gain a complete understanding of your current situation. 
• Organization: Helping you structure your financial information using our Family Estate Organizer, ensuring everything is accessible and clear to preserve your legacy.  
• Risk Assessment: Using our proprietary Volatility Tolerance Analysis to determine your comfort level with risk across different time horizons. 
• Asset Categorization: Introducing you to our Bucket Plan philosophy, showing you how to categorize your assets for Now, Soon, and Later needs. 
• Investment Education: Guiding you through our Pyramid of Risk, helping you understand various investment types and reflect on your past experiences. 
• Visual Planning: Creating a personalized sketch of your Bucket Plan, giving you a clear visual representation of your financial strategy. 
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Discover how our Design phase creates the blueprint for your customized holistic plan and sets the stage for the next phase of the process.