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FINANCIAL PLANNING

1 SOURCE FINANCIAL  |  SERVICES

ABOUT OUR FINANCIAL SERVICES

Financial Planning for your short and long term goals is essential.  Planning your finances should be based on your life plan and goals. Financial planning helps one stay on track in meeting changing goals, personal circumstances and stages of life.  We will help put together a plan of action and monitor progress.  Financial planning can help you by:

  • Setting realistic financial and personal goals

  • Assessing your current financial health by examining your assets, liabilities, income, insurance, taxes, investments, and estate planning.

  • Define a plan to meet financial goals by addressing financial weaknesses and build on financial strengths.

How do you know if you could benefit from the services of a qualified financial planner? In today’s hectic world, it can be beneficial to have a financial expert in your corner double checking for financial gains or to avoid potential losses in your financial portfolio. Could you benefit from:

  • An expert with the time needed to actively plan & manage financial aspects of your life?

  • An objective third-party perspective on a difficult decisions with possible emotional ties?

  • A motivator to make certain your planning efforts fit your life goals and assist with staying focused and follow through with your financial plans.

Life altering events might prompt you to seek the services of a financial planner. Have you considered how your life could change with the following?
  • Retirement – Saving enough for retirement, rolling over a pension or IRA

  • Inheritance – Handling the inheritance of a large sum of money or other unexpected financial windfall

  • Marital Status Change

  • Family Planning – Planning the birth or adoption of a child

  • Life Altering Events – Facing a financial crisis like a serious illness, layoff, natural disaster.

  • Caring for aging parent or disabled children

  • Loss of Life – Financial constraints can come along with the death of a spouse of close family member

  • Funding Educational Advancement

  • Entrepreneurship – Buying, selling or passing on a family business

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