Planning…in the 13th century

Lotus Asset Management |

The benefits of planning are evident everywhere you look! While on a recent trip to Switzerland, we toured Chateau de Chillon, a castle from ~1005AD (later expanded in 1248). This expansion was made to fortify the original wooden structure with stone, but this “permanence” required significant planning, including arrow slits, private passages, secret exit doors, strategic placement between the lake and a cliff, and even latrines that emptied directly into the lake. These plans helped the fortress stand the test of time.

Can we integrate this type of foresight into our own life and financial planning?