What can a financial planner do for you?

A financial planner helps you understand how to use your finances to live the life you want to live. In other words, they can help you see a clear path toward your goals and bring order to your financial life. What would it feel like to have a financial plan that identifies what steps you need to take to reach your goals?

A plan allows you to "Dream it Forward" and imagine what your life might be like, for example, in five years. Then, we work with you to pinpoint your values, and prepare for the "what ifs." Case in point, what age you retire or how much you want to travel.

 

What can a financial planner do for you?

A financial planner helps you understand how to use your finances to live the life you want to live. In other words, they can help you see a clear path toward your goals and bring order to your financial life. What would it feel like to use financial planning to identify what steps you need to take to reach your goals?

A plan allows you to "Dream it Forward" and imagine what your life might be like, for example, in five years. Then, we work with you to pinpoint your values, and prepare for the "what ifs." Case in point, what age you retire or how much you want to travel.

 

How does it work?

With your help, we gather and organize your financial data. Next, we analyze that data and create your personal financial plan. The final product of meeting with your financial planner is your financial plan.

In short, our goal is to make a plan as simple and as easy to understand as possible. One part of this is the use of software to visualize the impact of various financial planning decisions. This will help you make informed financial decisions to support your desired lifestyle.

We don't just provide financial advice, we also help you use it. We provide an extra set of hands and a safe forum to think aloud. Together, we will explore your options and offer feedback on your financial plan. Then when things change down the road, we will help you adapt your plan to keep your end goal within reach.

What's Included in Financial Planning?

Halter Ferguson Financial is a fee-only financial planner. We don’t sell products or accept referral fees. We are bound by our fiduciary duty to act in your best interest. We don't give you a "free financial plan" with the pretext of selling you expensive insurance products. We charge a reasonable fee and maintain our independence.

Call or e-mail today to arrange a meeting with our financial planner and learn how you can enjoy the Halter Ferguson Difference.