A financial plan is a way to assess your current financial situation, identify long-term financial goals, and create a road map to achieve them. A good financial plan not only considers your current finances—including your cash flow, budget, debt, and savings—but also your long-term financial goals like saving for retirement .

2024年8月29日 · A financial plan is a document that details a person’s current financial circumstances, their short- and long-term monetary goals, and their strategies to achieve those goals.

2025年1月30日 · A financial plan is a document showing your financial situation, goals, and strategies for achieving those goals. Ongoing financial planning can help you make the most of your money.

2024年6月26日 · Financial planning is the process of looking at the current state of your finances and making a step-by-step plan to get it where you want it to be. That may...

2024年11月26日 · A financial plan is a written statement of your current financial condition, intended financial state, a timeline for achieving those goals, and the steps you will take to get there. Your current financial condition is the foundation for all financial planning and the goals you hope to achieve.

2024年8月29日 · Gain information about the basics of financial planning, including how to conduct an annual financial checkup, what a fee-only advisor does, and more.

2024年1月31日 · Financial planning involves defining your goals, understanding your financial picture, and taking steps to advance those goals. Financial planning professionals can help you with a variety of needs, including budgeting, investment management, and retirement planning.

2024年10月23日 · Discover the key steps in financial planning, including budgeting, investing, and retirement planning. Build a road map for your financial future.

We are fiduciary, fee-only (commission-free) financial planning firm.

Whalen Financial Planning is a fee-only financial planning firm located in Los Angeles that is led by Patrick S. Whalen, CFP®, CTFA. My focus is on providing independent and objective financial advice on a fiduciary basis that you can follow with confidence.