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.
Developing your goals, objectives, and needs.
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.