The Critical Path

 

Making Planning Intuitive for Investors

The Critical Path® provides advisors with a powerful and intuitive framework to illustrate to clients, the tradeoffs between spending less, planning for contingencies, taking more or less risk and accommodate for life's obstacles.

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What can the Critical Path do for your clients?

Create Long-term Focus

The Critical Path® is an investor's road-map to achieving their long-term financial goals. To reinforce this long-term focus, we layer a similar portfolio's performance from every 30-year scenario since 1927 on top of their portfolio's Critical Path. Lastly, we provide them with the predictable income they need during tumultuous markets don't compromise their long-term focus.

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Provide Predictability

The Critical Path® is an investor's road-map to achieving their long-term financial goals. To reinforce this long-term focus, we layer a similar portfolio's performance from every 30-year scenario since 1927 on top of their portfolio. Lastly, we provide them with the predictable income they need during tumultuous markets don't compromise their long-term focus.

Watch how this works

Simplify Decision Making

The Critical Path® provides you with a powerful way to illustrate the tradeoffs between spending less, planning for contingencies, taking more or less risk and to accommodate for various issues such as:

  • Life expectancy 
  • Inflation 
  • Spending Needs
  • Investment Returns 
  • Market Volatility 
  • Healthcare Costs

How to use the Critical Path with your clients

Learn about the Critical Path

Download and review the investor marketing materials

Watch one of our advisors explain the Critical Path to a prospect