What is financial planning?
Financial planning is a way to help you navigate through the ups and downs of your financial life. It is a plan that takes you from today, to your tomorrow…. Living your Best life. Ultimately, we want to make sure that you have enough money when you are ready to retire, or pay for college, or any other goal that you have.
Why should I have a plan?
If you fail to plan, you will plan to fail. Would you travel on a highway without a map? A financial plan gives you the map that you need to succeed, and not run out of money in retirement.
Can I do my own Financial Plan?
Sure, but would you represent yourself in a court of law? Or cure your own cancer? Having an unemotional partner will help you reach your goals.
How can I plan for the future, when I cannot pay my bills today?
Part of the planning process is to create a spending plan. Once you see exactly where you spend your money, you will be able to make choices which will empower you to save towards your financial future.
After I have implemented my plan, what’s next?
We offer ongoing guidance for you and your family. We are here to answer questions about buying/leasing a car, buying a home, moving, college, vacation, anything that has to do with money we are here to help