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What is Financial Planning?

February 09, 2023

What is Financial Planning?

If you think long and hard enough about something I’m sure you will be able to find a different way to accomplish it than what you’ve previously known or been told.

The same thinking can be applied to the world of financial planning. There are many different ways of thinking if you do a simple google search. What I’m going to say here, may or may not resonate with you.

Thinking in broad terms, financial planning can be viewed as scary. There are so many different products out there and it’s hard to decipher which one would be the best for your current situation. Try another google search and see how many different opinion you get about the market outlook for the year and where to invest your money.

In reality, financial planning, doesn’t have to be scary. It actually is a lot of fun.

It all starts with clarity. Being able to clarify your purpose, your why. Why are you doing what you’re doing today.
This might be difficult to put into words if you haven’t done it before. That’s where the help of an advisor comes in. Being able to help bring out that why.

Next, comes the clarity of where you want to go. There is no right or wrong answer here. Everyone is going to be, do, and have different things in their lives.

After clarifying where you are going, now it’s time to become super clear about where you are today.
Lastly, together we have to realize that a financial plan is an evolving plan. Life changes. We don’t know when or what is going to happen. All we know is something will and when it does, we will course correct.

The job of an advisor is to be a guide through the changing landscapes of life.

Financial Planning is taking all of your emotions, your wants, your desires, your purpose and helping bring them to life.
Book an introductory meeting to talk more or email me,!

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 3040 POST OAK BLVD, SUITE 1150, HOUSTON TX, 77056, 281-2202700. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Rethink Wealth LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4172046. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.