Firm Focus

What is financial planning and why does it work?

Financial planning is a process that includes gathering together personal financial information, analyzing it, developing recommendations for improvement, and then implementing the recommendations and monitoring progress.

When you have a financial plan it is easier to make financial decisions and stay on track to achieving your goals. It's easier because you now have a person (your financial advisor) and processes (your plan) to make you accountable to your financial and retirement goals. It may be possible to obtain great wealth without financial planning, but you probably won't be able to enjoy it for very long without some financial planning effort. 

For those people who work hard each day, and who accept the reality that if they don't take full charge of their financial matters there probably won't be many days of enjoyable retirement in their future, financial planning is as essential as the income they earn and the food they eat. Choosing to hire a Certified Financial PlannerTM with Freedom Point Financial could be one of the best investments you ever make.