Financial Planning - Why Financial Planning?

Financial planning is not a one-time event.

Your financial plan should change over time to address changes in your personal circumstances. In addition, an experienced financial planner can provide you with an objective, unemotional assessment of your finances. This objectivity ensures your plan meets your unique financial needs and can be an invaluable aid in helping you make sound financial decisions.

Knowing your goals is the first and most important step in financial planning. Some, such as retirement funding, are easy to name. But there are others that may not be as evident. Through a collaborative approach and comprehensive process, a financial planner can help uncover goals that can make a big difference in realizing the full potential of your financial future.

Through Clarified Planning's ongoing financial planning relationship, our goal is to provide you with meaningful financial advice that will help instill confidence in your ability to meet your evolving goals as you move through the various stages of your life

Working with Rodney Boelter, a financial planner, he can help you protect your most valuable asset: your financial independence. A financial planner can help you develop a plan that's right for your life, and help you build financial freedom.