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How Does Planning With Planning Matters Serve You?

We help you make smart choices about your money for reasons that are important to you.

We make substantial effort to know you as a first step toward creating your written, comprehensive Financial Plan.

When your Plan is completed, we discuss what actions you should consider taking and various strategies you should consider implementing, that may help you achieve your goals.  By modeling various “What If” scenarios, we provide you with a glimpse of what your financial life would be like if you choose one option over another.

After reviewing your Plan, we will help you evaluate and implement specific service and product recommendations to implement your Plan.  We will meet regularly, on an ongoing basis, to review your plan and your progress toward your goals.