Financial planning has been described in technical terms, as well as in more general terms. Some have called it a product, while others have referred to it as a process. Regardless, there are two essential aspects to personal financial planning.
First and foremost, it is personal. The financial plan is about YOU and your life! Regardless of the methodology employed, whether it is an elaborate computer-driven solution, complete with graphs and schedules, or less extensive presentations, it must begin with you.
This process includes gathering complete data about you, analyzing it to determine its impact on your future financial picture and preparing a plan to help you reach your stated goals.
Secondly, it is a process or even better, a journey. And while a journey begins with a single step, it is comprised of many steps that need to be analyzed both individually, as well as in conjunction with each other. This requires ongoing participation by both client and planner.
Let our knowledge and experience, combined with our ongoing dedication assist you in the attainment of your goals.