“The income buckets allowed us to consolidate three critical pieces of information in a one-page summary that was easy for our clients to understand.
Before, we used multiple programs and spreadsheets to cobble together: 1) how much income clients could expect their portfolio to generate 2) when (if ever) clients should adjust their spending (either up or down), and 3) how clients should actually invest (previously this was mostly based on how a client felt on that particular day).”