“Not true, and “a lot” means different things to different people”. Was my response to the above comment to a caller. Comprehensive financial planning can benefit everyone. Here are just a few of the things we can help you do:

We can help you define your financial goals. Right now I am helping a couple determine if buying or renting is the best financial decision for them. This seems to be a short term decision, however, it will impact their longer retirement plans.

We can help you see if your timeframe is realistic. Many people say they want to retire early, through planning, we can see if that is do-able or not.

We can look at how you are spending and how that impacts your goals. When I hand someone our expense summary worksheet, they are not happy with me. It is the worst, yet most important part of data gathering. I need to know how you are living your life, plus taxes and inflation, to see if you can make that retirement goal at the time that you wish.

Financial planning is for everyone.

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