What is a Financial Plan?

A financial plan is a written document containing a person’s current money situation and long-term monetary goals, as well as strategies to achieve them.

Financial planning is an ongoing process that can: 

• Reduce your stress about money
• Support your current needs 
• Allow you to make the most of your assets
• Help ensure you meet your future goals

It can be built based on a specific need or be comprehensive in topics like:

• Net Worth / Balance Sheet
• Cash Flow Management
• Debt Management
• Retirement Planning
• Investment Planning
• Risk Management & Insurance
• Tax Planning
• College Planning
• Estate Planning

Financial planning isn't just for the wealthy: Creating a roadmap for your financial future is for everyone!