Financial planning, as it is usually envisioned, is some complex review of one's financial assets and goals. Strictly speaking—it's making the most of what you have.
We will be glad to discuss your planning goals and situation in order to provide recommendations for how you can most effectively have your money working for you in your financial plan. Our suggestions may be as simple as reworking your budget or as involved as reviewing your investment portfolio in order to ensure that your investments are properly tax-efficient for your income bracket. Please contact us if you would like to learn more.