16 small white piggy banks placed randomly on green surface, high angle of view

Getting Started with Financial Planning

Strategic financial planning helps you plan for your short and long-term goals and can help you prioritize your spending and investing to achieve those goals. The overall goal of financial planning is to create an ongoing process that reduces your financial stress, supports your needs, and builds a nest egg for the future. More than setting long-term goals for retirement or short-term goals, such as buying a house, financial planning encompasses a wide range of strategic personal and economic goals including, but not limited to legacy planning, family support, healthcare, insurance and charitable giving.

Click Here to Continue Reading

Timothy Hole

CFP®, CIMA®
Director of Financial Planning

Connect with Tim

Related posts
Investment Time and Timing

Time, Not Timing, Is the Key to Investing

This year has presented investors with many reasons to reevaluate their investment strategy, or even…

Read More
Financial Goals Aligned to Market Volatility

Aligning Your Financial Plan to Your Goals During Market Volatility

While the market volatility of 2020 has been remarkable, valuations and capital markets assumptions are…

Read More