Steps and Benefits

 

Financial planning is the long-term process of wisely managing your finances so you can achieve your goals and dreams, while at the same time negotiating the financial barriers that inevitably arise in every stage of life. Remember, financial planning is a process, not a product.

 

Steps to create a sound Financial Plan:

Step 1: Establish Goals
Step 2: Gather Data
Step 3: Analyze & Evaluate Your Financial Status
Step 4: Develop a Plan
Step 5: Implement the Plan
Step 6: Monitor the Plan & Make Necessary Adjustments

 

Benefits:

  • Set realistic financial and personal goals.

  • Assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments and estate plan.

  • Develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths.

  • Put your plan into action and monitor its progress.

  • Stay on track to meet changing goals, personal circumstances, stages of your life, products, markets and tax laws.

Visit

700 S Palafox St, Suite 300

Pensacola, FL 32502

 

3290 Dauphin St, Suite 506

Mobile, AL 36606

Call

FL T: 850-435-4844

AL T: 251-471-2955

TF  T: 877-318-6639

 

 

 

© 2016 Safe Harbor Fiduciary

 

Investment advisory services are offered through Safe Harbor Fiduciary, LLC, a Registered Investment Advisor. Insurance products and services are offered through Safe Harbor Tax Advisory, LLC.

Safe Harbor Fiduciary, LLC and Safe Harbor Tax Advisory, LLC are affiliated companies.