 
What is financial planning? What is the financial planning process? Isn't financial planning just for the wealthy? Is financial planning really that important today? How do I know if I really need financial planning? How can financial planning benefit me? How does financial planning work? Is financial planning a one-time effort? Does financial planning always involve a big plan? What are common financial planning mistakes to avoid? How do I select the right financial planner for me? How do I know if a CFP professional is qualified to help me? |
Think of financial planning as a
road map, a way to get from here to there with the fewest detours and potholes.
You undoutedly have specific life goals:
 A comfortable retirement.
College education
for your children.
A business you want
to start.
An estate you want
to pass on to your family or charity.
A dream home you
want to build.
Personal financial planning helps you reach those goals through the development and proper management of you financial resources. Financial planning is not a product...it is a process. You may use specific financial products, such as mutual funds or insurance, or other creative solutions such as wills and trusts, but only as ends to accomplish the goals you've established. |
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