Family Portrait

WHAT IS FINANCIAL PLANNING?

Financial Planning is not an event, it is a process.

Financial Planning is looking at your entire financial picture on a cross disciplinary basis and creating as well as implementing strategies which will empower you with confidence that your financial goals are achievable.

Discovery

Developing your goals, objectives, and needs.

Data Gathering

What are you doing? What have you done? Where do you stand financially?

Analyze & Evaluate

Develop strategies to help you achieve your goals.

Review & Implement

Tweak recommendations and then implement.

Monitor & Update

Continue to monitor implemented plan and update regularly.