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Why Planning?

Benjamin Franklin is credited with having said, “If you fail to plan, you are planning to fail.” That wisdom is perhaps truest when it comes to your finances.

By setting long- and short-term goals and creating plans to achieve those goals, it’s easier to make financial decisions and stay on the road to meeting your goals. Planning can help you make better use of your income and cash flow; put you and keep you in investments that you are comfortable with; prevent a personal financial hiccup from becoming a crisis; and increase your family’s overall financial well-being.

We believe there are six key parts to a sound financial plan. The foundation is Cash Flow Management. But it’s important to remember that changes in any of the parts will affect the others. A good financial planner understands that and takes it into consideration before recommending any actions.