To us, financial planning is all about getting your financial house in order.
It’s the dynamic, complex and highly individualized process of evaluating your overall financial condition and making changes as your station in life evolves. A good financial plan addresses and coordinates a strategy regarding all the things in your family’s life that involve money.
It’s also about being ready for life’s expected and unexpected “transition events”. These events will often have a big impact on our lives. Some may be joyful such as a marriage or a big promotion and others may be painful such as the unexpected loss of a loved one.