As you’re setting your New Year’s resolutions for 2026, Jerry Davidse breaks down why an updated financial plan matters more than ever—especially if markets stay volatile.

Think of your financial plan like GPS: you can reach your destination without it, but it’s harder, takes longer, and usually leads to worse results. In this video, Jerry walks through the four core components Presilium includes in every comprehensive financial plan so you can make decisions with more clarity, confidence, and peace of mind.

In This Episode:

✅ NET WORTH (Your Starting Point)

A current family balance sheet helps you understand where you are today—because you can’t plan the route forward without knowing your exact starting point.

✅ INVESTMENT MIX (Risk + Long-Term Returns)

Your portfolio allocation drives long-term outcomes and d ...