What is the purpose of the financial planning process?

The purpose of financial planning is to provide you with two things:

  1. an in-depth analysis of your current financial situation, and...
  2. a general plan to help you pursue your future goals and objectives.

When we sit down to create your financial plan, our goal is to understand your hopes and dreams for the future, and provide you with a road map to get you from here to there. At Prosperity FInancial Group, we don't take shortcuts and we aim to provide a holistic approach to the financial planning process.