Financial Planning for Business Owners & Self Employed & Individuals
Financial Planning
What Is a Financial Plan?
A financial plan is a document containing your current money situation, your financial goals and any strategies you’ve set to achieve those goals.
The importance of Having a Financial Plan
In today’s uncertain economy, financial planning has become increasingly important. With an overwhelming number of options for saving and investing, managing your finances can be difficult. Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. When you have a financial plan, it’s easier to make financial decisions and stay on track to meet your goals. Working with a CFP® professional can secure your financial wellbeing and give you peace of mind and help you reach financial planning success.
What is your financial plan?
Financial planning advice is key to your financial success and comprehensive financial planning for an individual or a business generally involves tax planning, risk management, investment planning, retirement planning and gift and estate planning.
We work closely with your advisers (accountants, tax & legal) to ensure that we are all working together on your behalf in order to achieve your desired result.
Financial Advice is more than just good advice and or investment returns, it’s about guidance that you can trust.
We try to offer an informed insight in to the areas that can offer you the best advice, most benefits long term and which will you achieve your goals over time.
Our Individual & Corporate Financial Planning offers
Our Financial Planning process will contain the following stages:
Contact Wallace Financial to start the process of creating your personal financial plan