The Financial Planning for Life™ (FPFL) Process helps individuals and families, with the help of a caring, competent financial planner, create a complete plan for the creation, maintenance, and protection of their wealth. Through this process, clients are asked simple but important questions about their needs and goals for their life and wealth.
Once the plan is created, the client, the planner, and other professions (such as CPAs, attorneys, etc.) form a team to ensure the proper execution of the plan – not just at the outset, but for years to come.
Remember, this is a consultative process, not a sales process. Proper financial planning never involves urgency, pressure, or fear-mongering. Proper planning does help increase your odds of long-term financial success, while helping to decrease your worries and fears.