Financial planning is figuring out how to use your current and future resources to build a life that you love.
Traditional financial planning is frequently based on simplistic rules, such as… always buy term insurance, or always save a certain percentage of your income. Unfortunately, these rules don't always yield the best results. Software and spreadsheets are great, but the key to rewarding financial decisions is figuring out what truly makes you happy and developing a strategy to get more of that into your life, sooner.
Money is the #1 source of stress in America, but it doesn’t have to be. Money can be a source of empowerment and confidence. The secret is having a good financial plan.