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Financial Planning

What is a financial plan?

It is a comprehensive evaluation of a client's current and future financial state. It uses current variables to predict future asset values, cash flows, and withdrawal plans. The more information we know about a client such as their goals, wants, and needs, the better financial plan we can develop that will help lead the client to financial success.

Why do I need a financial plan?

By creating a financial plan, you see a clear map of where you were in the past, where you are now, and where you're going in the future. This allows you to be better prepared for the future. By revisiting your financial plan with your advisor from time to time, you can stay on track and be better prepared for unexpected future events.

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