Transcript of video:
Financial planning is much like putting a puzzle together. First you need to define what the picture on the front of the box looks like. Where are you headed? What is the ideal life you are trying to create, both now and in the future? What do you want retirement to look like? Dreaming about and creating the picture on the front of the box is the start. Next is to get all the puzzle pieces out and turn them right side up. This part is collecting and organizing all the pieces of your financial life. Pensions, Investments, Social Security, Insurance policies, 401k’s, cash flow statements, and balance sheets. The final part is the art of fitting all the puzzle pieces together to create the picture that you have defined for yourself.
Financial planning can be a daunting process, but very simply put, it is matching up dollars with dreams. Since this is such a personal process, the art of crafting a plan for your money can be just as important as the science of putting the plan into action. There are an endless variety of dreams out there…What is yours? Have you thought about all the ways you could pursue that dream? Are you working towards it now? Are you on track? Doing some planning along the way can help you clarify the dream and work towards it in a way that will give you the best chance at succeeding.
At Compass Financial Services, we are passionate about coming alongside wherever you find yourself in the journey of life. We provide financial planning on an hourly basis so we are free to provide independent advice without having to sell you a product. If you find yourself stuck, or unsure of where you are relative to where you want to be, please reach out for help. Many clients value having a partner in this financial planning process.