The Bucket Plan


The Bucket Plan® Best Interest Process is a comprehensive planning process that helps advisors gather, analyze, prepare, and present every step of a financial plan using a set of key tools that simplifies the planning for the client while meeting the documentation requirements of the best interest standard.  The process accounts for the variables that can negatively affect the long-term success of a financial plan (like volatility, taxes, inflation and life expectancy) and segments a client’s assets based on income needs, time horizon, and tax qualifications.


Going through the process with the client both educates them on their financial status and engages them in the planning so that they feel more confident in the recommendation you prepare for them.  It also helps the advisor by taking away the confusion around meeting the best interest standard and creating the compliance documentation needed to support the decisions that went into the plan.


The Bucket Plan Best Interest Process is a proven, repeatable process that has been developed and refined over the past 10 years based on field testing by advisors around the country.  It’s a holistic way to incorporate all of your client’s assets – investments, insurance, taxes, estate planning, Social Security and retirement income – and provide them with a plan that will meet their retirement goals.


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Learn More About The Bucket Plan With These Resources

The Bucket Plan® On-Demand Series


Industry leading financial advisors, mentors and business leaders host and interview top industry experts and advisors on actionable financial planning strategies to grow your business and stay ahead of your competition. Listen to our Bucket Plan On-Demand Series here!


Clarity 2 Prosperity regularly hosts webinars on a timely and relevant topic affecting the financial services industry. Click a webinar below to access.

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Get your FREE The Bucket Plan® Book Today

The financial planning process outlined in the award-winning book is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement. Get started on planning your clients financial future by requesting a FREE copy of the book below!


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Schedule a call today and discover how other elite advisors are transforming their financial practice and reaching new heights of business success with our proven processes, training, coaching and mentoring and how you can join them!