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FINANCIAL PLANNING

What’s the difference between a dream and a goal?

Dreams are broad, while goals are Specific, Measurable, Attainable, Relevant, and Time-Bound (SMART).

pyramid of financial planning

INDIVIDUAL GOALS

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

GETTING ORGANIZED

You might be wondering: Where are you today? Do you know where all your money is and what it’s doing? What documents do you need to keep or create? The first step in planning is getting organized.

CREATING YOUR PLAN

Financial Planning assists you in understanding your financial needs and helps you organize and prioritize.

  • Cash flow analysis and budgeting
  • Goal creation and prioritization
  • Investment planning and implementation