Financial Planning itself, is different from traditional investing because the focus is not just on stocks and bonds, but how to best invest to improve your quality of life. It all starts with getting to know you and understanding where your individual financial goals and priorities lie. Only after we have a clear understanding of what is important to you and why, can we begin the process of investment selection and management.
While every client is different, the majority of investors share a similar concern: “What is the best way to invest if providing for the family and improving the quality of life is most important?” As simple and straightforward as this question is, not many know how to answer it.
iPlan believes that you must first know where you are before asking the question “how do I get there?” You may already have wealth and a successful career, but is your current strategy the best strategy to maintain your wealth and quality of life?