FINANCIAL PLANNING

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Financial Planning

Financial planning is the process of creating a vision for your future and putting together a framework to bring it to reality. As a crucial component for financial success, your plan is a roadmap for achieving your life’s goals.

Financial planning goes far beyond the numbers. It helps you be purposeful and strategic in how you will use your time and financial resources.

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The process begins by focusing on where you are today and where you want to be in the future. It helps answer questions such as:

  • “How much do I need?”
  • “Where do I need to focus right now?”
  • “Is my family protected?”

Planning is not a one-time activity. Your plan is continually monitored and, if required, adjusted based on your changing needs throughout life.

Below is a partial list of topics covered by financial planning.

What is Budgeting & Cash Flow?

Common questions answered through budgeting and cash flow planning are:

  • Where is our money going?
  • Should we pay off the mortgage?
  • Should we refinance?
  • How much do we need in an emergency fund?
  • How much do we need to save for retirement or college?

Financial Freedom

  • Pension Planning
  • Retirement Roadmap
  • Lifetime Income Strategies
  • Withdrawal Strategies
  • Legacy Planning
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Life Goals Planning

  • Savings for Higher Education
  • Investment Planning & Management
  • Cash Flow Management
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