What is Financial Planning?
Financial Planning is a process that builds a road map that defines the direction in which you want your life to proceed into the future. If you think of your future as a story that is yet to be told, financial planning is then the process by which you will tell that story. A financial plan will help you navigate through the life stages such as employment, marriage, home ownership, parenting, eldercare, divorce, retirement and ultimately death—and all the stops in between. A Financial Plan is a course of activities or specific actions that can help achieve and implement your dreams, goals and aspirations.
Major Areas of Financial Planning Include:
- Creating a Net Worth Statement
- Budgeting Income, Expenses and Savings
- Risk Management
- Retirement Planning
- Estate Planning
- Education Planning & Funding
- Investments/ Asset Allocation/ Portfolio Construction and Management
Our experience, systems, methods and processes allow us to deliver services that are Beyond Expectations®
For more information or to discuss your financial plan with a Senior Wealth Advisor, please contact us by calling 631.218.0077 or send us an e-mail at firstname.lastname@example.org.
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