What is Financial Planning?
What will I need to retire?
How much life insurance should I have?
Are my investments working for me?
I can’t get my arms around the whole financial picture!
Can I afford to send my kids to college?

What is Financial Planning

Financial Planning is about setting goals in life and developing a strategy for how to achieve.

A Financial Plan looks at your complete financial picture and breaks down each area into:

  • your current situation
  • potential gaps, and
  • recommendations/strategies to improve.

As a fee-only Financial Planning firm we assist you in answering life’s challenging financial questions and help guide you to make smart financial decisions.

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James A. Daniel

James A. Daniel - Financial Planner

CFP, CFA, CMT

How can a fee-only fiduciary Certified Financial Planner™ help YOU?

As a fee-only Financial Planning firm we assist you in answering life’s challenging financial questions and help guide you to make smart financial decisions.

Learn more about us

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