Financial Planning

In response to the question, What is Financial Planning?, The Certified Financial Planner Board of Standards, Inc. writes; Ethical, competent financial planners bring together the different parts of a client's financial life to build a road-map for the future. 

Planning can address a client’s use of income, retirement planning, college funding, estate planning, overall financial well-being, etc.  Through the financial planning process, questions, information and analysis are considered as they impact the client’s financial and life situation. 

Financial planning involves a process.  It’s a service, not a product.  There are seven steps to creating a financial plan: Understanding the client’s personal and financial circumstances, Identifying and selecting goals, Analyzing the client’s current course and consider alternates, Developing recommendationsPresenting the recommendations, Implementing the plan, Monitoring progress and updating. 

We believe that financial planning can benefit most all clients.  When Financial Planning is combined with Investment Management Services, some call this Wealth Management. 

Helpful Content

<p>What to Look for in Personal Finance Apps</p>

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.
Learn More
<p>Healthy Body, Healthy Pocketbook</p>

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Learn More

Have a Question?

Thank you!