What Is True Financial Planning?
For too long financial planning has been synonymous with insurance and mutual fund sales. This is not financial planning. Financial planning is the process. It is a relationship, not a sales pitch.
Financial planning should help you achieve the following results:
Getting Organized: You will make order out of the chaos of your finances.
Accountability: You find encouragement and accountability to help you finally get those long-overdue tasks completed.
Objectivity: All decisions are emotional, but we will help you weed through the emotions involving money and help you make objective decisions.
Proactive: By having a systematized schedule of events, you will finally be ahead of the financial decisions you need to make. No more making your employee benefits 5 minutes before they are due.
Education: When you begin to understand personal finance, your confidence in your decisions will grow. We will help you understand the language, but most importantly, why you should take the actions we recommend.
Partnership: We will work together on the same team, to help you visualize and work towards your goals. We will then work with you to create a plan that will get you out of your comfort zone, but not push you so far you won't finish.
If you are not looking for a long term commitment, we can help you solve your current questions with no long term commitments. If you are looking for a more longterm relationship our annual service model will be great for you.
Annual Service Calendar
Wonder what we will do and when we will do it? Here is our client calendar. And yes, we will customize our services beyond what you see here.