Seemingly a simple question, but not always simple to answer.
Answering this question helps reveal your values. An honest assessment of 'Needs' vs. 'Wants' is sometimes helpful.
Understanding your values becomes the cornerstone for your financial plan now that you know why your planning.
Once you determine 'Why your Planning' the task of analyzing which strategies will work best in your particular situation becomes fairly simple.
2955 Donnylane Blvd., Columbus, Ohio 43235 | Toll Free (888) 229-1380 | Local (614) 430-9830