Did you know October is National Financial Planning Month? National Financial Planning Month helps raise awareness of the value of having a financial plan and working with a team that is committed to understanding your values and financial goals to create a meaningful wealth management plan that aligns with your life's priorities. In observance of this month's theme, we have a few ideas to share with you as it relates to your financial plan, and planning for the future:
1. Have a Plan
Investing without a plan usually isn't enough. Our skilled team specializes in overseeing each piece of your plan, making sure everything works together in one cohesive plan toward your defined goals. When you meet with us, we prioritize your plan to your specific needs.
2. Consider your Legacy
Whether your estate is shared with your children, is part of a philanthropic strategy, or both, we create portfolios and provide governance to make sure your wealth achieves its intended purpose. If you aren't sure what you want your legacy to be, we're here to help. Our team adds value to your life by helping you define what's valuable in yours. This ensures your plan is specific to your values and what you want your legacy to be.
3. Utilize Our Tools and Resources
Online financial planning tools have become more popular than ever. Among the many solutions we offer, the most popular planning tool we offer is E-Money. E-Money is a financial planning digital system that gives you access to your finances securely and efficiently anytime. The digital storage system provides many benefits to our clients. If you are not currently using this digital dashboard to view your plan, give our office a call. We're happy to get you set up for access.
Investing involves risk. No investment strategy can guarantee positive results. Loss, including loss of principal, may occur. Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Keep in mind that current and historical facts may not be indicative of future results. Diversification is an investment strategy that can help manage risk within a portfolio, but it does not guarantee profits or protect against loss in declining markets.
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. (C) Twenty Over Ten