{"id":105292,"date":"2022-12-26t11:57:54","date_gmt":"2022-12-26t16:57:54","guid":{"rendered":"\/\/www.g005e.com\/?p=105292"},"modified":"2024-08-07t23:10:01","modified_gmt":"2024-08-08t03:10:01","slug":"why-and-how-to-stress-test-client-plans","status":"publish","type":"post","link":"\/\/www.g005e.com\/2022\/12\/26\/why-and-how-to-stress-test-client-plans\/","title":{"rendered":"why and how to stress test client plans"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2021\/03\/screen-shot-2021-03-29-at-10.17.08-pm.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-full wp-image-82794\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2021\/03\/screen-shot-2021-03-29-at-10.17.08-pm.png\" alt=\"\/\/www.g005e.com\/2021\/03\/29\/use-financial-stress-testing-to-get-more-business\/\" width=\"423\" height=\"212\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2021\/03\/screen-shot-2021-03-29-at-10.17.08-pm.png 423w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2021\/03\/screen-shot-2021-03-29-at-10.17.08-pm-300x150.png 300w\" sizes=\"(max-width: 423px) 100vw, 423px\" \/><\/a>what if? better to ask now.<\/strong><\/p>\n<p><i>by anthony glomski<\/i><\/p>\n<p>i wrote this series of posts to help successful entrepreneurs and their advisors learn how they can build on their impressive accomplishments and utilize their wealth to achieve even greater things going forward \u2013 for themselves, for their families, for their communities and for the causes they care about.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2022\/12\/19\/three-questions-for-clients-who-want-to-manage-their-own-wealth\/\">three questions for clients who want to manage their own wealth<\/a> | <a href=\"\/\/www.g005e.com\/2022\/12\/12\/how-to-choose-your-team-of-experts\/\">how to build your team of experts<\/a> | <a href=\"\/\/www.g005e.com\/2022\/11\/14\/from-single-to-virtual-family-office\/\">why a virtual family office? why now?<\/a> | <a href=\"\/\/www.g005e.com\/2022\/09\/12\/preserving-wealth-is-a-different-mindset\/\">preserving wealth is a different mindset<\/a> | <a href=\"\/\/www.g005e.com\/2022\/08\/08\/three-approaches-to-investment-consulting\/\">three approaches to investment consulting<\/a> | <a href=\"\/\/www.g005e.com\/2022\/05\/24\/guiding-clients-through-liquid-events\/\">cashing out: your business clients\u2019 five big issues<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2022\/12\/26\/why-and-how-to-stress-test-client-plans\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>the fact is, your clients should take their financial health as seriously as they take their physical health. one of the best ways to ensure that their financial plan is strong enough to withstand whatever the market, the economy and life circumstances throw their way is to perform a regular \u201cstress test\u201d of their financial plan.<br \/>\n <a href=\"\/\/www.g005e.com\/2022\/12\/26\/why-and-how-to-stress-test-client-plans\/#more-105292\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2022%2f12%2f26%2fwhy-and-how-to-stress-test-client-plans%2f&amp;t=why+and+how+to+stress+test+client+plans'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  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class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2022%2f12%2f26%2fwhy-and-how-to-stress-test-client-plans%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20why%20and%20how%20to%20stress%20test%20client%20plans&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2022\/12\/26\/why-and-how-to-stress-test-client-plans\/\" title=\"email this: why and how to stress test client plans \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2021\/03\/screen-shot-2021-03-29-at-10.17.08-pm.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-full wp-image-82794\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2021\/03\/screen-shot-2021-03-29-at-10.17.08-pm.png\" alt=\"\/\/www.g005e.com\/2021\/03\/29\/use-financial-stress-testing-to-get-more-business\/\" width=\"423\" height=\"212\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2021\/03\/screen-shot-2021-03-29-at-10.17.08-pm.png 423w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2021\/03\/screen-shot-2021-03-29-at-10.17.08-pm-300x150.png 300w\" sizes=\"(max-width: 423px) 100vw, 423px\" \/><\/a>what if? better to ask now.<\/strong><\/p>\n<p><i>by anthony glomski<\/i><\/p>\n<p>i wrote this series of posts to help successful entrepreneurs and their advisors learn how they can build on their impressive accomplishments and utilize their wealth to achieve even greater things going forward \u2013 for themselves, for their families, for their communities and for the causes they care about.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2022\/12\/19\/three-questions-for-clients-who-want-to-manage-their-own-wealth\/\">three questions for clients who want to manage their own wealth<\/a> | <a href=\"\/\/www.g005e.com\/2022\/12\/12\/how-to-choose-your-team-of-experts\/\">how to build your team of experts<\/a> | <a href=\"\/\/www.g005e.com\/2022\/11\/14\/from-single-to-virtual-family-office\/\">why a virtual family office? why now?<\/a> | <a href=\"\/\/www.g005e.com\/2022\/09\/12\/preserving-wealth-is-a-different-mindset\/\">preserving wealth is a different mindset<\/a> | <a href=\"\/\/www.g005e.com\/2022\/08\/08\/three-approaches-to-investment-consulting\/\">three approaches to investment consulting<\/a> | <a href=\"\/\/www.g005e.com\/2022\/05\/24\/guiding-clients-through-liquid-events\/\">cashing out: your business clients\u2019 five big issues<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2022\/12\/26\/why-and-how-to-stress-test-client-plans\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>the fact is, your clients should take their financial health as seriously as they take their physical health. one of the best ways to ensure that their financial plan is strong enough to withstand whatever the market, the economy and life circumstances throw their way is to perform a regular \u201cstress test\u201d of their financial plan.<br \/>\n <a href=\"\/\/www.g005e.com\/2022\/12\/26\/why-and-how-to-stress-test-client-plans\/#more-105292\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2022%2f12%2f26%2fwhy-and-how-to-stress-test-client-plans%2f&amp;t=why+and+how+to+stress+test+client+plans'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2022%2f12%2f26%2fwhy-and-how-to-stress-test-client-plans%2f&amp;title=why+and+how+to+stress+test+client+plans&amp;summary=what+if%3f+better+to+ask+now.%0d%0a%0d%0aby+anthony+glomski%0d%0a%0d%0ai+wrote+this+series+of+posts+to+help+successful+entrepreneurs+and+their+advisors+learn+how+they+can+build+on+their+impressive+accomplishments+and+utilize+their+wealth+to+achieve+even+greater+things+going+forward+%e2%80%93+for+themselves%2c+for+their+families%2c+for+their+commu'  ><img  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no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20why%20and%20how%20to%20stress%20test%20client%20plans&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2022\/12\/26\/why-and-how-to-stress-test-client-plans\/\" title=\"email this: why and how to stress test client plans \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":3122,"featured_media":101492,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3120,3002,3139],"tags":[],"class_list":["post-105292","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pro-member-exclusive","category-special","category-wealth","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>why and how to stress test client plans - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2022\/12\/26\/why-and-how-to-stress-test-client-plans\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"why and how to stress test client plans - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2022\/12\/26\/why-and-how-to-stress-test-client-plans\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta 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