At Financial Dimensions we believe that planning for your financial life is an ongoing process, not a one time event. Plans do not have to be complicated, either -- it could be a strategy written on a single piece of paper.
The plan we put together for you today may not be as relevant in a year or two, and in 10 or 20 years, it’s almost a guarantee it won’t be very accurate. Since change is one of the only things in life we can count on, we build that into our planning process. By designing a systematic approach to your financial goals, we can understand how change impacts your plan and offer alternative strategies as they arise.
We believe that financial plans are very important. If you don’t specify where you’re going, how can you ever expect to get there?