Client Portal Schedule a Conversation Schedule

Financial Planning Foundations

The Big Question #16: What if we…?

This Big Question episode explores how thoughtful financial planning prepares families for life's 'what if' scenarios, so that unexpected events are met with a plan already in place rather than reactive decisions.

Cullen MartinSeptember 25, 2024The Big Question #16

This Big Question episode explores how thoughtful financial planning prepares families for life's 'what if' scenarios, so that unexpected events are met with a plan already in place rather than reactive decisions.

Key takeaways

Good planning anticipates 'what if' scenarios before they happen.
Preparing in advance turns surprises into manageable, planned-for events.
A flexible plan accounts for changes in markets, health, and family circumstances.

More on Financial Planning Foundations

Written by

Financial Planner · CFP®

Related

More from our team

The Big Question

The Big Question #20: Where do you add the most value?

In this Big Question episode, Presilium answers where a financial advisor adds the most value. Beyond picking investments, the firm points to comprehensive planning, behavioral coaching during volatility, tax-aware decisions, and coordinating the many moving parts of a family's financial life over time.

The Big Question

The Big Question #19: How much cash should I maintain in my emergency or rainy-day fund?

In this Big Question episode, Presilium answers how much cash to keep in an emergency or rainy-day fund. The general guidance centers on covering several months of essential expenses, adjusted for income stability, fixed costs, and personal comfort, so cash is available without holding so much that it drags on long-term growth.

Events

Virtual Chocolate Tasting

Presilium hosted a one-hour virtual chocolate tasting led by an expert chocolate sommelier, featuring six unique chocolates including contrasting dark bars and a creamy milk selection. This is a client appreciation event listing rather than an educational financial topic.

Turn insight into a plan

The first conversation is 30 minutes, no preparation needed.

Schedule a Conversation More insights