Re: Eisenhower quote -- this is what I meant in the original comment too. It's less about the details of the plan and more about understanding how someone is thinking about the plan.
> I'd think it would instead be a great exercise to do with a candidate after the first few meetings
We're on the same page here, too. If we ask for a financial plan it's usually after a meeting or two, not as a filter for whether to take a first meeting.
> I'd think it would instead be a great exercise to do with a candidate after the first few meetings
We're on the same page here, too. If we ask for a financial plan it's usually after a meeting or two, not as a filter for whether to take a first meeting.