Planning Through Market Cycles—A Tactical Worksheet for Advisors

Financial planning is never a one-size-fits-all exercise because investors each have their own unique goals and definitions of success. Your plan will be different from your neighbor’s plan.

We’ve reached out to our network of financial advisors and have gathered best-in-class ideas, tactics, and maneuvers used to navigate market cycles. Their ideas are compiled here for guidance and reference.

Download a blank worksheet (pdf) that you can make your own during client onboarding and educational sessions based on your client’s goals and risk profiles.

The sample is provided for illustrative purposes only and is not intended, nor should be perceived, as an investment recommendation.


We are always looking for feedback from our financial advisor clients to help us align with their needs. If you have an idea or suggestion to add to this list of tactics and strategies to navigate market cycles, please submit here. Note your submission is anonymous and will be aggregated with other feedback.

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