Personal Financial Planning is about:
Sounds simple enough, right???? Not so much….This process can be very involved because it includes many different parts, such as, communication, external and internal analysis, liquidity/debt/performance ratios, developing an financial mission, performing a SWOT analysis and identifying your goals.
While on the one had this seems very cumbersome, it can be quite an interesting and fun process. Truly understanding your current financial position and identifying your financial goals are very rewarding. Whether you simply want to understand your financial position through Personal Financial Statements or you want to set up a complete Financial Plan, we can help. Give us a call today!!