Who needs a financial planner ?

The honest answer to this question is not everyone !

The reality is that most people do pretty well in managing their finances but below are some categories to help you see where you fit.

You don’t need a financial planner if

• You already have one with whom you are completely comfortable
  You make plans and stick to them
  You always spend less than you make
  You live within your means and are on track to achieve your goals
  You know how you spend every cent
  You are independently wealthy (though you may really need a planner in this case !)
  
  

However, if you see yourself in the categories below, then you should consider hiring a financial planner

• You are unsure of what to do to reach your goals and you are not making progress financially
• You honestly admit the difficulty of planning and sticking to the plan
• You make plans but never execute
• You are unsure about your financial situation and the future
• You have no idea where all the money goes

We understand that there are many choices available to you but consider the benefits of our firm.
We will prepare a plan which matches your requirements.
We believe that we will save you time, add value and help you remain disciplined.
All of this will make your financial goals achievable.
We will keep you on track with your plan.

Our role is to help you manage your own financial affairs.  We will empower you to manage your money for life !!!

"If you don't know where you're going, then you'll end up someplace else"       Yogi Berra