The Value of Financial Planning

"Planning is about bringing the future into the present so that you can do something about it now."

Alan Lakein


Financial Planning is far more than simply investing. It is an ongoing process which formulates a plan of action to get you from where you are financially today, to where you want and/or need to be in the future. Most importantly, it provides guidance in determining what steps or solutions need to be taken now and as time passes, to help you to achieve your personal financial goals and objectives.


Click here to view the PDF


(Source copyright: Financial Planning Standards Council.  Republished with expressed written consent)

Working with a professional financial advisor: Worth more than 1%?

Like many investors considering working with a financial advisor, you have probably asked: “What will I get for the fee I’m paying?” The simple answer: a professional dedicated to helping you stay focused on your financial plan to help achieve your financial goals.

Please click here to read more about the significant value you'll receive from working with a professional financial advisor.