Tag: Areas in Financial Planning

Jan 22

About Financial Planning

Many people think that financial planning is a once-and-done event that starts with the numbers and ends with investments and pie charts. But that's not what true financial planning is about. Financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed. It is a systematicRead More