WHAT IS FINANCIAL PLANNING?
Financial planning is simply a better approach to get qualified financial advice. The process involves taking a holistic view at your finances, including a full understanding your values, financial objectives and main concerns, that will guide financial recommendations.
Financial Planning will address:
Where my money is, where is it going, and is it in the right places?
How much should I be saving to meet my objectives and where?
Am I prepared for unanticipated risk?
Am I on track to meet my financial objectives?
What can I do to improve my financial future?
WHO SHOULD HAVE A FINANCIAL PLAN?
Anyone who has a significant source of income and out-going expenses should have a structured financial plan in order to better their financial future.
Characteristics of people we can help:
Serious about working toward financial success
Value a pro-active thinking partner
Motivated to improve
Wants to make smart decisions with their money
WHY SHOULD YOU HAVE A FINANCIAL PLAN?
Creating a financial plan will help you:
See your finances holistically, so you understand how your financial decisions collectively impact your financial success.
Be prepared to recalibrate and make smart financial decisions when life events happen
Create thoughtful strategies that take into account your long-term financial goals
Understand what you need to do to improve your financial future
HOW CAN YOU GET A QUALITY FINANCIAL PLAN?
By partnering with a financial professional, you gain:
Organization: Bringing order to your Financial Life
Accountability: Follow through on financial commitments
Perspective: Bring insight from the outside to help avoid emotionally driven decisions
Proactivity: Anticipate life transitions to help be financially prepared
Education: Providing knowledge/education pertaining to your Financial life
Partnership: Working together to help you plan for the best Financial Life possible