The Joy of Scenario Planning
A Plan Building and engagement philosophy to save good advice
- Craft precise, engaging scenarios that mirror clients' lives
- Showcase your expertise in an era of robo-advisors
- Empower clients to take control of their financial futures
For Advisors, Educators, and the Future of Planning
- Advisors: Shift from static to strategic. Use scenario tools to retain heirs, attract “someday clients,” and engage a more tech-savvy generation.
- Educators: Give students a framework that reflects real life—not just textbooks or outdated tools.
- DIY & Financial Literacy Leaders: Use these ideas to empower people before they even hire an advisor.
"Most planning software wasn’t built to mirror real life. Ours is.
Scenario Based Planning is the future
Unlock the new philosophy redefining financial advice in the age of AI and wealth migration. Financial advice is at a crossroads. As AI accelerates and $84 trillion in wealth begins transferring to a new generation, clients are demanding more than charts and projections. They want clarity, context, and control. The Joy of Scenario Planning introduces a powerful new framework that empowers advisors to move beyond static plans and sales tools. It’s not about replacing what you do, it’s about transforming how you do it. By modeling real-life decisions in real time, scenario planning reconnects advisors with their value, engages clients in the process, and future-proofs your practice in a rapidly shifting industry.
Differentiation is key
Differentiation is no longer optional—it’s survival. In a world where AI can generate plans in seconds, your ability to model nuanced, human decisions in real time is what sets you apart. Scenario planning isn’t just a better tool, it’s your edge.
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Here is a glimpse of what You'll Learn In
"The Joy of Scenario Planning: A plan building and engagement ohilosophy to save good advice"
Why Scenario Planning
How will this help your clients?
- Mirror Real Life: Model complex choices like home ownership, career breaks, or rental income strategies across a lifetime—not just static reports.
- Built for the Human Mind: People don’t think in forecasts—they think in “what ifs.” Scenario planning taps into narrative psychology to build trust and ownership.
- Showcase Your Expertise: Every scenario becomes a living, visual proof of your value—beyond what robo-advisors or PDFs can replicate.
- Defend Good Advice in an Automated World: AI can mimic math, but not empathy, coaching, or complex guidance. This book shows you how to win that battle.
What you will learn
What's in the book?
- The 7 types of financial scenarios every planner must master
- Why planning software is failing the next generation of clients
- How to structure a firm around ongoing coaching, not one-time plans
- Interface and software design principles that future-proof your practice
- The psychological, emotional, and educational principles behind deeper client engagement
The 7 scenarios that change everything
Real Planning Means Real Options.
Inside the book, you'll learn how to model:
- Recommendations: Show exactly what changes you’re proposing—and why.
- Risk Scenarios: What if they lose a job, face illness, or need long-term care?
- Dream Scenarios: Help clients test their boldest goals without fear.
- Coaching Scenarios: Turn “I don’t know what I spend” into insight.
- Stress Tests: Prepare for recessions, inflation spikes, and tax changes.
- Strategic ScenariosOptimize real estate, windfalls, or complex cash flow decisions.
This isn’t theory—it’s how planning should work.
Case Study
Scenario Planning in Action
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