• Neal Shikes

Fiduciary Modeling


Somewhere along the line, our society became more impressed with mathematical rigor and modeling than actually accomplishing goals. Most people would rather spend time choosing and maintaining a comfortable lifestyle during their goal journey than deciphering a methodology.

Are the assumptions true or were they necessary to get a solution? Whose solution? Did those 20 pages of disclaimers materialize for the benefit of the client or the firm that produced it?

Fiduciary Modeling includes giving the client the ability to learn how to apply more subjectivity with regards to what they want to accomplish in their life. The path is personal and must be visible not trapped in someone else’s algorithm.

#FiduciaryAwareness

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