Financial Planning

Where are you now?


A journey of a thousand miles begins with knowing where you are and what resources you have (or will accumulate) to get you where you want to go.

Where are you going?


If you don't know where you're going, any road will suffice.  Having a destination will help you decide how to get there.

Why is it important?


The stronger the attachment to our goals, the more likely you'll be willing to work to get there.  

How will you get there?


There are many ways to get you to your destination and to do the things you want to do along the way.  Evaluating your choices will help you make good decisions.

What pitfalls await you?


Every journey involves risk of some nature.  Some bring inconvenience, while others can be showstoppers.  Understanding the difference can help you decide how to protect yourself along the way.

Are you still on track?


Delays and detours happen.  Plans sometimes change.  Periodically checking your progress and re-evaluating your plan helps keep you focused on reaching your goals