The financial planning process begins with organizing facts. It can take some time and effort, but you’ll find the time is well spent. We have seen the benefits so many times. When the facts are organized well, some realizations begin to emerge.
We have seen clients make decisions at this stage of the process simply from having financial details in front of them.
We welcome you to download our Financial Planning Starter Kit. The kit will serve you well, whether you’re about to meet with your financial planner or working on your own.