9 reasons it's time for a new financial plan
New baby, new spouse, new job, new stage in life
Financial planning is a fluid process which requires change over time. Think back five year or ten years. Ask yourself how different you life looks today. Does your financial plan reflect todays outlook on life or what you hoped it would be? The decisions you make today are likely to change. A Certified Financial Planner knows that and is willing to build a plan that is both flexible and personalized. New financial questions will arise in your life all the time. Feel certain that the planner you work with, is adept at listening to changes in your hopes and dreams and re-adjusts your plan to reflect them.