​THE BUCKET PLAN 

You’ve heard of the bucket list, but have you heard of the bucket plan? Our three-bucket financial plan utilizes now, soon and later buckets to accomplish our client’s financial goals. This three-bucket approach structures their assets to provide reliable income when they need it and to grow their money over long-term time horizons to battle inflation throughout retirement. 

Now Bucket

​The Now Bucket is designed to contain safe and secure funds. This would be emergency fund money and money to cover any planned major expenses in the coming year.

Soon Bucket

The Soon Bucket is for preservation funds. This is the money that is invested conservatively and is accessible for any unplanned emergencies, while avoiding extreme market fluctuations.

Later Bucket

​The Later Bucket is for long-term growth and legacy planning. This is money that is intended to give higher rates of return and is designed to be invested for future goals. This strategy is specifically designed to compensate for market ups and downs so your money works for you.
Whether a client is planning to fund their bucket list, leave a legacy to their heirs or
both, our Bucket Plan is the perfect approach. Watch the videos below to learn more!