With an overwhelming number of options for saving and investing, managing your finances can be difficult. Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. When you have a financial plan, it's easier to make financial decisions and stay on track to meet your goals. Working with a CFP® professional may help secure your financial well-being.

Financial Planning is the process of meeting your life goals through the proper management of your finances. A process, not a product, financial planning consists of six steps that help you take a “big picture” look at where you are financially, what you may need in the future, and what you must do to reach your goals.

We follow the process adopted by the CFP® Board. This is:

• Establishing and defining the client-planner relationship.
• Gathering client data, including goals.
• Analyzing and evaluating the client’s financial status.
• Developing and presenting financial planning recommendations and/or alternatives.
• Implementing the financial planning recommendations.
• Monitoring the financial planning recommendations.

Many people think that all financial planners are “certified” but this isn’t true. Only those who have fulfilled the certification and renewal requirements of the national CFP Board can display the CFP® certification mark. When selecting a financial planner, you should feel confident that the person you choose is competent and ethical. The CFP certification mark provides that sense of security.

We offer a free consultation to prospective clients. This gives you an opportunity to meet us and learn about our services. Call 770-414-0065 to schedule a consultation.