Financial Planning is more than getting people from A to B on a budget - It's emotional
Strategies must be built with the individual, family, or small business in mind
It is:
- Discussions built on goals and preferences
- Evaluations of needs, wants, and wishes
- Creation of a hierarchy of priorities
- Discovery of any uncertainties and risks
- Unveiling areas of opportunities and insufficiencies
- Managing the present while building a foundation for the future
- Building flexibility and liquidity to withstand life's tests
While we are very performance and analytically-oriented, we miss unless it checks your boxes and fills your buckets - and these are different for everyone.
See thrivent.com/social for important disclosures