Every individual, every family – each of us needs to know from a financial perspective where we are now and where we would like to go.
ARE WE THERE YET?
Having a formal financial plan allows us to check from time to time
• just how well we are doing financially.
• whether we are keeping on track.
• if we can avoid getting lost.
WHAT WILL WE SEE ON THE TRIP?
There will be lots of adventures for your family along the way. You (including your kids on this hypothetical journey) want to know how and when you will arrive at those destinations.