Financial Planning

Financial Planning Is a Process, Not a One-Time Event

In the world of financial planning, it’s easy to think that the output of our work is a document called a financial plan that outlines where an individual or family is today, where they would like to be in the future, and what steps need to be taken to get there.  While that is part of what we do, the real meat of what we do is the ongoing adjustments that are made to the plan.

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