Photo of Eric R. Ebbert, CFP®, MBA, CEO Eric R. Ebbert, CFP®, MBA, CEO Feb 08, 2022

Your financial situation is as unique as you are, so your financial planning strategy should be as well. A holistic financial plan should encompass more than simply managing investments and preparing for retirement. There are many more facets of your financial situation that need to be addressed to craft a financial plan that is right for you.

What should financial planning include?

  • Analyzing your financial information — A good plan should look at your financial situation from every angle. Information on your insurance policies, estate plan, 401(k) statements, and investment accounts should all be gathered and analyzed by your financial advisor.
  • Identifying your goals — Your goals should be specific to you, rather than broad and vague. The better defined your goals are, the more prepared you will be to achieve them. Retirement planning, philanthropic goals and risk assessment should all be included in your financial goals.
  • Updating your plan — Even the most carefully executed financial plans can be upended by unforeseen events. Your financial planner should be able to help you adapt to and adjust for these changes as they occur. They can also keep you on track to meet your financial goals.

How can ProVise Management Group help with my financial planning?

At ProVise Management Group, we understand that a one-size-fits-all approach to financial planning may not be right for you. That is why we are dedicated to creating a financial plan designed for your future success.

Talk to a ProVise CFP® professional about your financial planning

At ProVise Management Group, our CERTIFIED FINANCIAL PLANNER™ professionals can get to know you and your current financial circumstances, goals, risk tolerance and personal values to help you develop a plan that works for you. We can also create a written plan for you at a fiduciary standard of care. All our written plans come with an unconditional money-back guarantee. If you are unhappy with your written plan, you can return it to us, and we will refund 100% of the fee paid.

Are you ready to talk to a professional about planning for your unique financial future? Contact ProVise today to schedule a complimentary consultation.