Having a plan is the first part of sticking to the plan.  Being a Certified Financial Planner gives us a unique and educated perspective on developing and modifying plans.  The on-going success of any plan hinges on the ability to implement and modify it to meet changing needs.


Communicate, communicate, communicate.  We live in a fast paced world and changes happen without us even thinking about their impact on our financial well being.  Clients participate in 3 to 4 planned reviews and discussions scheduled throughout the year.   This may sound like a lot, the meetings are based on your needs, desires, interests and availability.

External Resources:

What is a financial plan, and how can I make one?

Planning Doesn't have to be the enemy of the Agile

TED - 3 ways to plan for the (very) long term.  Ari Wallach