HOW WE APPROACH FINANCIAL PLANNING
Financial planning takes much of the guesswork out of managing finances. Financial clarity leads to a deeper understanding the implications of money decisions. If your goals and values are clear, the decision making process becomes easier.
The CFP Board has created a Consumer Guide To Financial Planning. We think it's pretty good, so much so that we've adopted the same philosophies and strategies. However, if you're after a quickie answer regarding your need for financial planning, just ask yourself these 5 questions. If you're not 100% sure how to answer any of those, you can benefit from a financial plan.