Financial Planning
Financial planning is a collaborative process that helps maximize a client’s potential for meeting life goals through financial advice that integrates relevant elements of a client’s personal and financial circumstances. Creating a holistic plan can help you reach your personal financial goals—whether it’s buying a house, paying for college, saving for retirement, or leaving a legacy for your family or a charity. Make the most of saving opportunities, tax strategies, investment management and insurance protection.
Financial Planning or Financial Guidance?
Financial “planning” is often a paid fee engagement that focuses on the financial picture, while financial “guidance” provides direction on investments.
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With thorough research and preparation, a house equity loan, a line of credit or a construction loan can be a valuable tool for any homeowner.
You can take these steps to lay the groundwork for a joint visit to a CFP® professional with a reluctant partner, and make it a happy, productive experience.
Coming into an inheritance can mean a considerable change to your bank account. It is important to determine how to navigate your new-found wealth.
Challenges in the global economy may end up being opportunities to build your wealth. A plan will help navigate safely and allow for corrections along the way.
Before you start the college planning process, make sure you're accounting for your family's ability to pay down debt, and save for an emergency and retirement.
When parents begin to realize they are no longer able to manage their own affairs, the family must unite to prepare for their future needs.
Small business owners need proper budgeting to determine the right product for their market/audience, market the product and sell it at the right volume.
Starting Oct. 1, 2019, CFP® professionals must act in the best interest of the client at all times when providing financial advice.
As we reflect on the lessons learned from the 2008 financial crisis, now is a good time for being proactive and re-evaluating your current financial plan.
Remember, even though you cannot control the markets, the news cycles and the economies, you can control your behavior, actions and responses.
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