Financial Planning

Financial planning to us is simply the intentional designation of money for a stated purpose. Knowing this, we walk through a multi-step process with each client that can be summarized in the flowchart to the right that shows the five short-term uses of money, and its six long term goals.

Our job as financial planners is to help each client create a plan that attempts to include all of these aspects, since there’s no such thing as an independent financial decision. Every decision you make in one part of the flowchart has an eventual impact on another part.