Financial Planning

Financial planning is about the future — the secure and comfortable future you'd like to provide for yourself and your loved ones. When you plan for that future, you start with your goals, identifying the things you'd like to be able to afford, what they'll cost, and when you'll need the money to pay for them.

The next step is creating a strategy for accomplishing those goals. You'll discover that saving and investing are essential to financial planning — and that if you wish, you can find someone with professional experience to help you decide how to make the most of the money you already have.

Another part of planning is writing a will or perhaps creating a trust that lets you create a legacy by sharing the assets you've accumulated with the people or organizations you want to have them.