Financial planning is the process of determining what you want, what you need, and what steps you must take to address both. Here at Comprehensive Planning Corp., financial planning is an ongoing process. It never stops. We are here to help you commit to your goals by putting them in writing. In our experience, written goals are followed up far more than unwritten ones. This step is simple, but it makes it more likely that you will pursue your goals.
Your time and your money are both valuable. By focusing on the most realistic goals, we can help save you more of both. Sometimes, you may find you have more decisions to make than you can possibly handle at once. We aim to make life simpler by helping you understand which opportunities and decisions need to be made now. We will turn over every rock to find possible ways for you to work towards your goals faster…so that you can enjoy them sooner! We will also update your plan on an annual basis. Things change … including your financial goals. Should that ever happen, we can easily modify your financial plan so that it’s never out of date.
We will remind you about upcoming financial decisions that need to be made, or serve as an “early-warning system” whenever potential challenges appear on the horizon. You’ve got enough on your plate to worry about. Our job is to take things off your plate instead of piling things on. So we’ll act as your financial alarm clock, concierge, and calendar all 365 days of the year. We will also leverage our experience to provide strategies you didn't even know existed so you can potentially secure more income, manage expenses, and get the most out of your finances. Sometimes, the best way to get past a wall isn’t to simply climb up and over. We help you find easier, more efficient ways to address any financial obstacles in your path.