Financial Planning

Financial Planning Financial Planning

 

Financial Planning is a process addressing all aspects of a person's financial situation. Planning includes the examination and evaluation of one's current and future cash flow needs, personal balance sheet (assets & liabilities), insurance/risk management, employee benefits, investment strategies and allocation, income tax planning, and estate planning.  Cash flow analysis is done  in this process and  where  we uncover  any cash flow surplus or shortages that may exist.   Once we determine you are on track to acheive your cash flow objectives, you can better prioritize your goals and  set a plan of action specifically tailored for accomplishing them.   Progress towards these goals needs to be monitored and reviewed for adjustments or changes.