What is the point of having a financial plan?
Planning your financial future may be a struggle, but having a defined financial plan allows you to better anticipate and be ready to tackle any difficulty and take advantage of any opportunity presented to you.
How does personal financial planning work?
Individual financial planning simply allows you to contemplate all the options presented to you and better shape your financial future to your needs and those of your family. It may include, among other financial issues:
- A cash flow review
- A retirement plan
- An estate plan
- A tax review
Why use a Certified Financial Planner (CFP)?
Experience is key to understanding deeply your financial situation. A Certified Financial Planner has passed a thorough examination of his abilities to apply financial planning knowledge to real-life situations, and abides by high professional standards and a code of ethics. Hiring a CFP will help you make the best decisions and secure your financial future.