Jody Fabre - Personal & Business Financial Advisor

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 your child’s education or planning for retirement.

The general financial planning process includes:

• Gathering relevant financial information
• Setting life goals
• Examining your current financial status
• Coming up with a strategy or plan for how you can meet your goals given your current situation and future plans and reviewing this on an on-going basis