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What is financial planning?

A question we sometimes get asked is "what is financial planning?" Casey explains what it is and why it is important to have a financial plan. Some people have concerns when it comes to the idea of creating a financial plan. Some of these concerns might be that they are uncomfortable talking about poor financial decisions in the past or they may think they don't have enough money to start the planning process. It is important to know that there are many versions of a financial plan, and each client who goes through the planning process with us will have a unique, customized plan developed according to their individual goals and objectives.

The process starts by examining the client's background, age, income, and past financial decisions. At this time, it is also important to define the client's overall objectives and purpose for creating a plan. Prioritizing goals is a way to guarantee the advisor understands what is most important to the client and allows for proper execution of the plan.

Casey Smith

President

Matthews Barnett, CFP®, ChFC®, CLU®, Financial Planning Specialist gives an update on the 2022 Tax Proposal. Could these changes affect you?

https://conta.cc/3G9QbIj #taxproposal #buildbackbetter #tax #taxes

We are thrilled to announce that we have been voted Best of Georgia 2021 for the Financial Advisor category! Thank you to everyone who took the time to vote.

#bestofgeorgia #marietta #mariettaga #mariettasquare #financialplanner #financialadvisor #financialplanning #georgia

Tax loss harvesting can be done throughout the year, and the process provides value by selling a security or a fund, at a loss and “harvesting” it to offset potential gains. Read today's full blog to learn more.

https://conta.cc/3dhEjaR #taxlossharvesting #taxstrategy #tax

On today's new podcast episode, they go over how tax loss harvesting works. Listen wherever you get your podcasts!

https://conta.cc/3pcVP5w #tax #taxes #taxstrategy #taxlossharvesting

Robert Swarthout joins Casey on today's new episode to discuss cryptocurrency, digital assets, and block chain. Listen wherever you get your podcasts!

https://conta.cc/3p5dcW0 #bitcoin #crypto #cryptocurrency #digitalassets

125 Church Street NE
Carmichael Building, Suite 220
Marietta, Georgia 30060

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