Financial planning is a term that gets thrown around a lot these days. And yet, not a many people are familiar with what Financial Planning actually involves.
The truth is that financial planning is a relatively new concept for most people. Just over a century ago, such a service was more or less exclusive to royalty, powerful business tycoons, and wealthy families. Today all of that has changed.
In today’s world, everyone has access to, and should have, a financial planner. A planner can help you identify the Dangers, Opportunities, and Strengths of your present and future situation; and develop a personalized strategy to allow you see what your bigger picture looks like. It’s like having a GPS vs. using road signs while travelling at high speed and missing exits along the way. How would you prefer to travel?
The relationship between you and your planner will always be about empowerment. It’s defining what you want to accomplish now, five years from now, or in your lifetime, and bringing that into reality.
Solid Advice. Fluid Thinking.
So What Does a Planner Do & How We Do It?
Financial planning is a co-creative process. A planner takes your passions, values and goals and applies technical knowledge and skills to bring your plan to life. Your plan is a living document and as your life changes, your plan adapts. Having a financial plan changes the whole game and puts you in the driver’s seat. It’s never too early or too late to start, and you don’t have to be wealthy to need a financial plan. So what are you waiting for? Let's get planning!
Whether you want to buy a house, change careers, start a business, plan the trip of a lifetime, get out of debt, or save for the future, your financial planner should be your first contact.