Sound financial planning is most effective when developed in concert with a knowledgeable Financial Advisor.
The process of financial planning can be compared to preparing for a family vacation. Unless you want to risk overbooked flights, second-rate hotels, or closed attractions, you begin with a vacation plan. First you pick a destination, then you create a travel plan that includes all the elements of a fun family trip.
A poorly planned vacation is a bad week out of your life, but the consequences of bad financial planning can be disastrous for generations to come.
Working with a Financial Advisor is like working with an expert vacation advisor. First, your Advisor will gain a clear understanding of your current financial situation. This initial interview helps determine your starting point.
Then, through a series of detailed questions, your Advisor clarifies your goals to determine your financial destination. Once this information is in hand, your Advisor can help you choose the best route to achieve those goals.