Subscribe to our podcast via iTunes


Financial Planning Overview

The purpose of financial planning is to provide a structured method to identify and meet life objectives through proper planning and resource management. The importance of planning cannot be overstated since having a plan significantly increases the probability that you will actually meet your goals.

We also realize that financial planning can be an overwhelming task. Where do I start? How do I prioritize? Who can I trust? These are common questions. As a financial advisor, we are committed to providing straightforward and unbiased financial planning guidance. To this end we have listed many of the most common financial priorities. It is our intention that this will help you find “gaps” in your planning so that you will know what action needs to be taken to further protect you and your loved ones from current financial hardship and plan for the future.

You can navigate to these topics with the links provided in the left margin. After reading the summary description of each topic you will know if the planning priority is applicable to you and your situation.

Financial Planning Priority Check List

  • Life Insurance
  • Emergency Fund
  • Basic Estate Plan
  • Umbrella Insurance
  • Long Term Care Insurance
  • Retirement Planning
  • Educational Savings
  • Tax Planning
  • Cash Flow Analysis
  • Net Worth Analysis
Successful Investing Radio © 2008