Financial Planning provides direction and discipline. It’s important to know where you’re going, and how you’re going to get there. It’s also about more than numbers.. it’s about your dreams.
Ask yourself these questions:
- Are you unclear about how your current investments are performing?
- Is the risk taken in your investment portfolio appropriate for your goals? Will your investment portfolio actually help you meet your goals?
- Are you uncertain if you have the right kinds and amounts of insurance coverage?
- Have you created an estate plan?
- Do you feel you are paying too much in taxes?
- Do you worry about not having enough money on which to retire?
If you’re concerned about any of these questions, a comprehensive financial plan may help you. A financial plan will give you a clear picture, perhaps for the first time, where you stand financially.