The preparation of a financial plan is a joint effort between the planner and the client. It is a project that begins in the present, defining the client's current situation in terms of financial condition and personal harmony. Although financial goals and objectives are certainly included in the plan, this plan should also represent personal life goals as they relate to achieving happiness. The process helps clients efficiently plan their financial future, transforming their objectives into practical realities.
Tobias Financial Advisors offers both comprehensive and segmented financial plans.