24 BWD | Spring/Summer 2015
By Joe Olekszyk, CFP®
A good financial plan
should be simple
Fill five buckets for success
A solid financial plan can help you avoid missteps that could hurt your otherwise healthy amount
of savings, but sometimes building one can seem daunting. After all, many options exist regarding
investment diversification and risk management in pursuit of reward maximization.
The best financial plans are simple. However, that doesn’t mean they lack ingenuity. As da Vinci said,
“Simplicity is the ultimate sophistication.”
To build a simple financial plan, understand your needs and then fill the appropriate “financial buckets.”