Financial planning

Many people think that financial planning is a once-and-done event that starts with the numbers and ends with investments and pie charts. But that's not what true financial planning is about.

Financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.

What is a personal financial plan?

A personal financial plan is tailored to your unique goals and contains actionable information and recommendations to help get you where you want to go.

How financial planning makes a difference

Having a written financial plan can help you feel more confident and prepared for your future, whether you're nearing retirement or just starting to save.

InvestorOne financial planning: Initial year

What can you expect from the financial planning process? During the first year, you'll go through several steps as you develop your plan and put it into action.

InvestorOne financial planning: Ongoing years

After the first year, you'll continue to work with a financial advisor to track your progress toward your goals, making adjustments to your financial plan along the way.

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Related Information
Financial planning fees

How much does financial planning cost? Fees are based on several factors.

Read about Fees