What is Financial Life Planning? And What it Means to Us

2022-08-01T14:59:59+00:00August 8, 2022|Family Financial Information, Financial Planning Psychology|

What comes to mind when you hear "financial planning"?  You probably think about money management—investments, budgeting, saving, debt, etc. You might think about it as an endless loop of spreadsheets, numbers, statistics, and fact-based meetings with your advisor, all of which blur together. While financial planning will involve some data and money talk, What if we told you that wasn't even close to the complete picture?  Your investments, family budget, retirement projections, and more make [...]