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Financial planning is a process that can help you reach your goals by evaluating your whole financial picture, then outlining strategies that are tailored to your individual needs and available resources. A comprehensive Financial Plan serves as a framework for organizing the pieces of your financial picture. With a Financial Plan in place, you will be better able to focus on your goals and understand what it will take to reach them.

One of the main benefits of having a Financial Plan is that it can help you balance competing financial priorities. A Financial Plan will clearly show you how your financial goals are related – for example, how saving for your children’s college education might impact your ability to save for retirement. Then you can use the information you have gleaned to decide how to prioritize your goals, implement specific strategies, and choose suitable products or services. Best of all, you will have the increased confidence that comes from knowing that your financial life is on track.

Creating and implementing a Comprehensive Financial Plan generally involves working together to:

  • Develop a clear picture of your current financial situation by reviewing your income, assets, and liabilities, and evaluating your insurance coverage, your investment portfolio, your tax exposure, and your estate plan
  • Establish and prioritize financial goals and time frames for achieving these goals
  • Implement strategies that address your current financial weaknesses and build on your financial strengths
  • Choose specific products and services that are tailored to meet your financial objectives
  • Monitor your plan, making adjustments as your goals, time frames, or circumstances change

A Comprehensive Financial Plan typically entails the following financial topics:

  • Cash Flow Analysis
  • Savings & Emergency Funds
  • Retirement Accumulation
  • Retirement Income Planning
  • Education Planning
  • Tax Planning
  • Protection Planning
  • Estate & Legacy Planning
  • Charitable Giving/Gift Planning

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