Financial Planning

Comprehensive Financial Planning

What is Comprehensive Financial Planning?

Traditional financial plans are generally static documents containing 100s of pages of "This is your life..."

But your life is changing, career is progressing, and the family is growing. The plan that was useful yesterday could quickly become outdatedyour life naturally evolves. While it takes time to create your budget, identify your short- and medium-term goals, and implement a long-term plan, the ongoing monitoring and updating of you financial plans can become complex. I don't want to leave you wondering what to do next.

Planning with me is ongoing. Frequent meetings, e-mail conversations, and evaluating how plolitical/economic changes impact your financial plan means you're always engaged, working towards your goals, and being held accountable.

The primary financial planning system I use is MoneyGuidePro® with MX account aggregation. This keeps your plan current, Needs,Wants, and Wishes top of mind, and your budget up to date.

MoneyGuidePro®
Comprehensive, Flexible, and Dynamic financial planning
MoneyGuidePro® + MX Aggregation
Adding detailed budgeting to your financial plan
goal-plan-success

FINANCIAL PLANNING

Financial planning takes the guesswork out of managing your finances and helps you understand the implications of each financial decision you make. Everyone has different goals, so it’s important to have a unique plan that works for you and your financial situation, both now and in the future.

Financial Planning assists you in understanding your financial needs and helps you organize, prioritize and keep your financial plan on track.

  • Cash flow analysis/planning and budgeting
  • Insurance planning and risk management
  • Employee benefits planning
  • Investment planning and implementation
  • Estate planning
  • Retirement planning

Find out more...

My Networks

National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

XY Planning Network

Proud member of XY Planning Network! Advisors displaying this badge have been accepted into XY Planning Network by vowing to adhere to strict fiduciary standards, and carry the CFP® designation. XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve their Gen X and Gen Y peers by providing comprehensive financial planning services without product sales or asset minimums.

Certified Financial Planner

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.