Do You Want to Build a Basic Financial Plan?
We understand that, based on what you’ve heard or experienced, creating a Financial Plan can feel overwhelming and costly. While our firm’s detailed plans are more comprehensive than most people can create on their own, we’re here to encourage you to take that first step toward financial confidence. These are the essential components. If you […]
Step 1: Getting to Know You
Introduction Meeting: Who are you? Why choose us? In this first step of the financial planning process, we will gather important information about your personal and financial situations. This understanding will help us develop our plan and determine how we can work together effectively. Our discussion will focus on your personal circumstances and financial status. […]
Fed Cuts Rates Again: This Is What You Need To Know
Today, the Federal Reserve has reduced interest rates by 0.25%. The Federal Open Market Committee lowered its benchmark overnight borrowing rate to a target range of 4.50% to 4.75%. Lowering interest rates decreases the cost of borrowing money and reduces the amount owed on existing debt. However, it also results in lower earnings from investments […]
How strong is YOUR plan? Here are the financial plan essentials.
Are you confused about what financial planning actually entails? Don’t worry, you’re not alone. Financial planning looks different for every household, but there are essential components that must be addressed. From risk mitigation to short and long-term savings and investments, to legacy needs, our comprehensive guide will provide you with the top tips and advice to set up the perfect plan for you. Whether you need life insurance, disability insurance, or information on diversifying your portfolio, we’ve got you covered. Don’t hesitate, seek financial advice today and take control of your financial future.