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What is financial planning?

Creating a financial plan is much more than just producing a document with a map toward your financial future. Financial planning is a six-step process to help you identify and develop your goals and guide you into the future. From understanding your financial strength, to protection planning for your family, to making sure you are on track to afford college and retirement, financial planning is an ongoing relationship that requires understanding on both sides.

What is wealth management?

Wealth (or asset) management is making sure that you are investing in a way that keeps you in line with your goals and risk comfort. With thoughtful analysis and communication, you can feel confident in your investment decisions and that moving into the future your investments will be monitored and adjusted with your life changes.