What is the Capital Positioning Model?

When you have an opportunity to save, there are lots of types of savings accounts that you can utilize. When working with clients, we will sometimes use the capital positioning model to walk through the options that they have.

Learn more about where you could save any additional cash that you have on hand and one way you can prioritize that with the Capital Positioning Model.

This content was written by Spencer S. Hall CFP®, RLP ®, CKA ®, MBA, MDiv

Spencer is a Certified Financial Planner™ with 14 years in the field of retirement and financial planning. As a second-generation financial advisor at Retirement Planning Services, Spencer brings a wealth of experience and passion to help clients align their wealth with their core values.

Advisory services offered through Retirement Planning Services, LLC.

The information in this article is intended for general educational and informational purposes only, and should not be construed as investment advisory, financial planning, legal, tax, or other professional advice based on your specific situation. Please consult with your professional advisor(s) before taking any action based on its contents.