Purpose of a Financial Plan

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The purpose of a financial plan is to define how your income and assets can provide for a lifetime of happiness. Healthy savings habits, spending discipline and appropriate investments are necessary to meet your goals. But, you need more than just a plan.

We can keep you centered on your plan when faced with market downturns or enticing spending opportunities. Our team is invested in you and your family. We're committed to helping you get where you want to go.

 

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The Financial Planning Process

Our advisors will begin by understanding you along with your strengths and weaknesses surrounding money. 

Understanding Your Habits

We analyze your spending patterns and savings habits, along with your income and assets to determine whether your goals are achievable.

Developing Your Financial Plan

We want to understand what you want and what you have. This will determine how you can use your assets and income to pay for the things that make you happy. 

Reviewing Your Financial Plan

Are the assumptions correct? Are there any disappointments or pleasant surprises? Do you want to change anything?

Checking In

Are the assumptions still correct? Has your definition of happiness changed? If necessary, we will update the financial plan.

Ready to get started?

Our team of advisors will partner with you to provide personalized guidance throughout the entire financial planning process.

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Have additional questions?

We have the answers to help you through all of life's biggest moments. 

Questions about your financial priorities?

You don't need to know everything about your financial priorities when you know advisors at Johnson Financial Group. Let us help you get answers.

LEARN MORE about how to organize and prioritize your finances.

Questions about your financial plan?

You don't need to know everything about financial planning when you know advisors at Johnson Financial Group. Let us help you get answers.

LEARN MORE about how to create a financial plan.

Questions about investing?

You don't need to know everything about investing when you know advisors at Johnson Financial Group. Let us help you get answers. 

LEARN MORE about investing.

Questions about your portfolio?

You don't need to know everything about portfolios when you know the advisors at Johnson Financial Group. Let us help you get answers. 

LEARN MORE about creating or revising your portfolio.