Benefits of Financial Planning | Jaron H. Poulson Fee-Based Financial Planning

A financial plan integrates a financial mission, goals, and objectives into one cohesive plan that allocates financial resources consistently. The benefits of financial planning are found through the following:

  • Goals identified are more likely to be achieved
  • Helps clearly identify risk exposures
  • Is proactive rather than reactive
  • Creates a framework for feedback, evaluation, and control
  • Establishes measurable goals and expectations
  • Develops an improved awareness of financial choices
  • Provides an opportunity for an increased commitment to financial goals

 cfp-logo-3Nov14 fpalogo