What is Financial Planning?

Financial Planning is a six-step process:

  1. Gather information about where you are today.
  2. Decide where you want to go.
  3. Identify all the things that stand in your way.  
  4. Prepare the roadmap, a Personal Financial Plan.
  5. With the roadmap agreed upon, it's time to hit the road! Put the plan into action and start working towards your dreams.
  6. Periodically review the plan, chart your progress, and make any necessary changes.  


/ Home / What We Do / What's New / Legal / Contact Us! / Links / Financial Planning Tips! / Our Mission! /