Why doesn't a one-size-fits-all financial plan work?

The short answer

Two people with the same savings can need completely different plans. Health, family, taxes, goals, and timing are never identical. Mike calls the generic approach "Retirement Déjà Vu™": the same advice and the same products handed to everyone. A personalized plan starts with why money matters to you and builds from there.

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Reviewed by the 1.oak Financial team · Educational information, not individualized advice. Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor.

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Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting, and Education services offered through Ideas by Mike, LLC, DBA 1.oak Financial. Ideas by Mike, LLC, DBA 1.oak Financial, is a separate and unaffiliated entity from Advisory Alpha, LLC. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.