Financial planning is a process, or better yet, a journey. Below are the steps that I help people navigate through in planning for their finances. This process is adapted from the CFP® Board Financial Planning Process.

 
 
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1. Where Am I Now?

To get to where you want to go, you first need to know where you are now. The first step is to get organized.  The mere process of understanding your current situation can help you to identify where you are in relation to where you need to be. It can also help you to identify some holes in your current plan. Organization leads to clarity, and clarity leads to better goals.

 
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2. Where Do I Want to Be?

This is where your goals and values come in. What do you want to accomplish in the next year? Five years? Ten years? Your lifetime? Your goals and values add meaning to your plan. Tying your plan to what's important to you helps you align your direction with your desired destination.

 

 
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3. How Do I Get There?

Now that you know where you are and where you want to be, you can look into all your potential routes to get you there. This is where I tend to add the greatest value for people. As someone who examines and makes routes for people for a living, I can identify efficient ways to get from A to B.

 
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4. Start the Journey

At some point the rubber has to meet the road. After you determine the best course for you, it's time to put your plan into action. Sometimes the plan is the easy part, it's the discipline of actually sticking to it that can be the tough part.

 
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5. Review Your Route

At some point you will miss a turn or some unforeseen obstacle will present itself; life happens. You need to consistently be reviewing your course and reevaluating the road ahead as you progress. This is where I keep people accountable to the goals they create and proactively look to meet or avoid obstacles down the road.

 

 

Don't Want To Do It Alone?

Tired of trying to do all of the above alone? Get in touch below to let me know how I can help.

 
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