A Financial Plan includes projections on investment returns, retirement, wealth accumulation totals and a summary of Net Worth; however Financial Planning is not a one-time event.

A lot can change from one year to the next. Some of it we can control, such as spending habits, income, and investment risk. Some of it we cannot control; changes to our health and longevity, the tax code, policy changes (i.e. Social Security), and market volatility. Since these, and other factors are constantly changing, I believe that the most successful financial planning relationships focus on an ongoing collaborative process between clients, and their team of advisors. Partnering with a financial planning professional or advisor, is one of the most important financial decisions you will make. Finding the right fit will help reduce your financial stress and increase your confidence.

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