A financial plan is a means to maximize the use of the financial resources available to you to achieve your Life Goals. To be truly effective, a financial plan should start with your life goals and reflect your values – the things that are most important to you. Once you know where you are going, we can help you integrate the financial aspects of your life with those goals and values so that you have a clear plan to make those goals not just a dream, but a reality.
Your financial plan will help you achieve your goals if the plan comprehensively integrates:
A financial plan is an ongoing and dynamic process. As circumstances change – family, health, finances, markets, legislation, and goals – the plan needs to change too. In addition to responding to changes, a plan should be reviewed regularly to monitor your progress toward your goals.
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