2798 Heritage Oaks Circle
“Plans are nothing; Planning is everything.” ~General Dwight D. Eisenhower on planning for the Allied D-Day Invasion, June 1944
A school teacher would never begin a year-long class without a lesson plan. Most would never start a long trip without a plan. A personal financial plan is the strategic financial plan for what is most important to you, your family. Starting wherever you are now, it the plan for where you want to be later. A common purpose is to get a second opinion on whether you are on track to where you want to be.
It is the process of planning that provides the value; not necessarily the plan itself. The planning process will likely have a number of recommendations in all areas. This process is important because it can affect important decisions both for present and future like planning for home buying, children’s college, starting a business and future retirement. The planning process will highlight gaps, overlaps and shortfalls as well as alternate strategies for reaching your goals and attaining your dreams.
A financial plan is a fiduciary relationship that is separate from any product or investment decisions. Financial planning begins with the engagement and is completed with plan delivery. Our process consists of four steps and begins before we ever meet:
How do I know if a financial plan is right for me - check out the FAQ's below for more detail.