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Family Portrait

WHAT IS FINANCIAL PLANNING?

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

© 2022 Goldberg Larkin. The information provided is obtained from sources deemed to be reliable, but Westminster Financial Securities, Inc. cannot guarantee the accuracy or completeness of the information or make any warranties with regards to the results obtained from its use. Nothing in this communication should be construed to contain a solicitation to buy or an offer to sell any security. Securities offered through Westminster Financial Securities, Inc., member FINRA/SIPC. Investment advisory services provided through Westminster Financial Advisory, Corp.

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