About Financial Planning

What is financial planning and what can it do for me:

Financial_Planner_San_DiegoFinancial Planning is the process of wisely managing your finances so that you can achieve your goals and your dreams while negotiating the financial obstacles that invariably arise in every stage of life.

Financial planning is a process.  It is not a one-time event that is completed and then never reviewed again.  It involves understanding your goals, analyzing your financial situation and educating you about the options available to you.  We believe that the process is as important as the financial planning document created.

Our process is flexible based on each individual or family’s needs and desires.  We will discuss the best process for you in your get-acquainted meeting.

Financial planning can help you:

• Avoid costly financial mistakes
• Pay less taxes
• Know your family is taken care of
• Identify new possibilities
• Provide a sense of well-being

    Please see How Planners Are Paid for more information.