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Financial Planning

You may not think you need the help of a CERTIFIED FINANCIAL PLANNER™ when you still have decades of work left in your career. However, a CFP® can help you determine how to use your money as a tool to work towards your goals. It can also help you prioritize which goals are more essential than others. 

Planning Your Financial Future 

A holistic approach to financial planning goes beyond looking at one-time financial decisions, such as determining how to prudently use an inheritance to lower debts or reducing risk as you begin to think about retirement. A comprehensive financial plan can help assess your current financial state, as well as your future one, and recommend actions that put you within reach of your goals.   To do this, your CERTIFIED FINANCIAL PLANNER™ will partner with you to discuss all aspects of your finances: 

  • Current income, assets, and debts 
  • Changing life events like divorce, birth of a child/grandchild or death of a family member
  • Today’s and tomorrow’s financial priorities 
  • Your tax burden and ways to reduce it 
  • Insurance needs
  • Retirement planning 

These discussions can help clarify where your priorities should lay. They can also help you make informed decisions that keep you on the ideal path. 

Seeking Experienced Advice 

As you approach certain milestones in life, it is important to seek out the advice of a CERTIFIED FINANCIAL PLANNER™. The professional perspective can provide insight into items that you may have not considered. This can create a better path in working towards your goals.

Speak with a CERTIFIED FINANCIAL PLANNER™ at Sage Financial today. Our approach can help you uncover your goals and turn them into reality.

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