Financial Planning is the process of defining and preparing to meet one’s life goals by proper management of finances. These life goals can be different for each person or family, such as paying off one’s house, a comfortable retirement, a second home, college tuition, etc.
One of the most important aspects of financial planning is that it provides direction in the financial decisions that an individual makes. Each financial decision may affect other areas of a person’s finances. By viewing each financial decision as part of a whole, it becomes clear how these decisions create short and long-term effects on one’s life goals.
Over the years, the financial planning industry has seen a shift away from a transactional, commission-based business model to a practice of making investment decisions based upon a client’s financial plan and goals. Thus, the need for Advisors and Agents to become better trained in areas such as financial planning, Estate Planning, Senior Planning, IRA Rollovers, etc. is now greater than ever!
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