CONTACT US
800.472.1844
EMAIL US

OFFICES
29 SCHOOL STREET, LEBANON, NH 03766
264 SOUTH RIVER ROAD, BEDFORD, NH 03110
2300 FIRST STREET, #336K, LIVERMORE, CA 94550
400 EAST WALNUT ST., SUITE 128, SPRINGFIELD MO 65806

Clara Moses

Recent Posts

Financial Planning Defined

Posted by Clara Moses on Apr 23, 2020 11:06:27 AM

Financial planning is the process of assessing a person's current money situation and long-term monetary goals, as well as coming up with actionable ways to achieve those quantifiable goals. The process of financial planning is very comprehensive and requires the examination of spending habits, savings, emergency accounts, investments, insurance needs, retirement plans, and other projected future expenses. Once this information is collected, it is reviewed and analyzed.

Read More

Recent Posts