There is an old saying that “if you don’t know where you are going, any road will get you there.” The Financial Planning process helps us identify your goals and resources and then establishes steps to harness those resources in pursuit of those goals. Your Financial Plan will cover cash flow and tax planning, risk management, retirement and investment planning, and estate planning. It will do so in a big-picture, holistic way. The initial Financial Plan is generally developed for you during the first year of the engagement. Thereafter, the Financial Plan is reviewed on a regular basis to help ensure that you stay on track through changes in the landscape and in your circumstances.
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