Financial planning is like life: A Journey, not a Destination.
These resources are here to provide useful guides and maps along the way.
These are just tools. A hammer and chisel are just tools. But handled well and in the hands of a craftsman, they can create masterpieces.
If you need help crafting your personal masterpiece, we welcome being a part of your team.
Useful Guides from the Financial Planning Association:
Financial planning isn’t just about “getting rich” or offering the latest stock tip. It’s about financial independence — helping you achieve your goals in life, no matter how much money you have.
Financial planning is the long-term process of wisely managing your finances so you can achieve your goals and dreams, while at the same time negotiating the financial barriers that inevitably arise in every stage of life.
When you have a family your priorities change. You may be confronted with new challenges and your kids will look to you to develop the money skills for their future success. With this guide you’ll be better able to help educate your children, set goals, deal with allowances and piggy banks all the way through planning for college.
Manage your spending with a plan with the help of the tips in this guide. Are you making the most of your money and resources? A spending plan will provide focus and help you find ways to free up more money so you will have the peace of mind that comes from gaining control in your financial life.
Practical tips from financial planners to help you put the planning into your retirement plan. In this guide you’ll find tips about taxes, the role of estate planning, managing your cash flow as you start drawing on your investments, and understanding how insurance – both life and medical – will impact your plan and lifestyle.