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  • Financial Planning
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    • What is Financial Planning?
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What is Financial Planning and Why should I see a Financial Planner?

Many people wonder why anyone would go to a Financial Planner. I mean, from the outside, a Financial Planner sounds like a person who tells you to not buy anything fun and to save money for a future, which are things you could tell yourself for free from the comfort of your own home. So why on earth would you go see someone who is just going to tell you things you already know? Well, I'll give you 2 reasons to try out a Financial Planner.

REASON #1
Getting a Second Opinion

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There's a chance that you don't know everything. I know that seems unlikely, but hear me out. Financial Planners have extensive knowledge on taxes and portfolio theory, which happen to be fairly boring for most people, but very important for your financial well-being.

REASON #2
Financial Planners want to make your money do more for you

​Financial planning is meant to help you pay off debts faster, get you a lower interest rate, help you retire sooner and safer, and to make sure your family is taken care of after you're gone. There are a lot of things we can go over and discuss options that make sense to you. 



Financial Planning helps to maximize the usefulness of your money

The main goal of financial planning is to maximize the usefulness of your money. Which just means, as Planners, we try to put money where it needs to be in order to increase your success and happiness long term.  Now that does mean that we will be taking some of your fun away from your current self in order to make your future self happier, but usually that's not really a big deal. Most people understand that if they spend 100% of what they have now they will have nothing later on and are fine to change. 

Financial Planning takes the hassle out of investing

Many people feel that financial planning is going to be difficult. When most likely it's actually going to be easier then doing everything yourself and in many cases can actually cost you less than doing it yourself (because of decreasing fees and chances of making mistakes).
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  • Financial Planning
    • Our Approach
    • What is Financial Planning?
    • Tax Preparation
    • Cost of Modern Investing
    • Types of Planning >
      • Retirement Planning
      • Tax Saving Strategies
      • Budgeting Basics
      • Insurance Planning
      • Estate Planning
    • Investment Blog
  • Investments
    • What is Investing?
    • Passive vs. Active Investing
    • Why Fees Matter
    • Different Types of Investments >
      • Exchange-Traded Funds ( EFTs )
      • Segregated Funds
      • Mutual Funds
      • Real Estate
  • Insurance
    • Why do I need Insurance?
    • Types of Insurance >
      • Life Insurance
      • Critical Illness Insurance
      • Disability Insurance
      • Health Insurance
      • Long-Term Care Insurance
    • Group Benefits
  • Contact