Benjamin Franklin supposedly once said “If you fail to plan, you are planning to fail.” When it comes to your money, we have to agree. In fact, studies show that a comprehensive financial plan can benefit people at all ages and all income levels.
Sadly, only 31% of families have ever created a comprehensive financial plan.* Only about 65% have done any financial planning at all. The truth is, people who are financially successful make smart decisions with their money. And the sooner a financial plan is in place, the sooner those smart decisions can start being made.
We get it. Financial planning used to be an afterthought. A “free” service provided by well-intentioned stockbrokers and insurance agents trying to peddle their wares. It was always tied to buying (expensive, overpriced) financial products. Not anymore.
Financial planning, once thought to be something that only “old rich people did” has gone mainstream. Our process takes advantage of modern technologies to make comprehensive financial planning available–and affordable–to everyone.
No matter where you are as you journey down the road of life, a financial plan can help you efficiently reach your goals and achieve your dreams.
*A high quality comprehensive financial plan covers a wide variety of topics and serves as a roadmap to help guide your financial decision making. Good plans are customized to the individual or family and include topics such as spending, saving and investing, insurance, retirement, education, and many other important financial goals.