Financial Planning

No matter how much money someone makes, without a plan, they will always be broke. Time and time again, whether someone is making $30K a year or $1,000,000 a year. We have seen the following to be true: People make what they need, People spend what they make and they always spend more than they make. More often than not clients who come to us with higher income levels but no financial plan in place are under more stress, have more debt and are not as happy as someone who makes less but has a solid financial plan in place.