What is financial planning?
Financial planning is intangible, a bit difficult to picture. Perhaps the best way to imagine it is to consider the issues we address. Have you ever worried that you will not have enough money to pay for your kids’ college? Have you ever been unpleasantly startled by a large tax bill? Have you ever wished you and your spouse could manage your money in a cohesive way? Money can cause stress. Good financial planning results in a reduction of such stress. Here are some questions we help our clients answer: