Green Bar
Disability Button
Income Button
Financial Button
BA Logo
Left Side Bar
Betten Header
Financial Planning Image

Financial planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a home, saving for a child’s education or planning for retirement.

The financial planning process consists of six steps that help you take a look at the “Big Picture” of where you are financially. The process involves:
1.) Gathering relevant financial information.
2.) Setting life goals.
3.) Examining your current financial status.
4.) Creating a plan to meet your goals.
5.) Implementing the financial plan.
6.) Monitoring and adjusting your financial plan as needed.

Using these six steps, you can work out where you are now, and what you may need in the future in order to reach your goals.

If a Certified Financial Planner (CFP) is going to help you progress through your financial plan they will need both adequate and accurate information. Without that the CFP’s hands are tied when trying to help with an analysis of your financial situation and how to allocate your money. To facilitate the CPF will give you a questionnaire that will be a big help with this process.

Home Button
Life Button
Health Button
Long Term Button
About Button
Contact Button
Links Button