First, let’s answer the question, “Why do you need a financial plan?”

Financial planning takes the uncertainty out of financial decisions and helps you discover the tradeoffs inherent in all options so you can get the most from your financial resources and, hopefully, your life.

Everyone has unique objectives and circumstances, and those will change over time, so it’s critical to have your own financial game plan, one that provides direction today and can guide you in the future. The average woman faces an uncertain economy and more options for saving and investing than ever before. It’s easy to feel overwhelmed or confused, unless you nd a way to understand the big picture. A financial plan can bring clarity to all your finances and help you develop a strategy. It becomes easier to make financial decisions, set long- and short-term life goals, and stay on track. Working with a financial plan can secure your financial well-being and give you peace of mind.

Some women choose to create their own financial plan, but you may consider a financial planning professional if you:

  • Want more control over your finances, but aren’t sure where to start,
  • Don’t have the expertise or time to do your own financial strategy,
  • Want a professional, objective opinion about the plan you are considering,
  • Don’t have a grasp of a specific area such as investments, insurance, taxes or retirement planning, or experience a financial windfall, health challenge, unexpected event in life, or are newly in charge of wealth.

Financial planners offer varied services and can have different levels of expertise, experience, and credentials. They can also have different styles and philosophies. Some planners work as a part of a cohesive team of advisors, and others work as solo practitioners.

Your own financial planner should be a trusted advisor who understands your needs, sits on the same side of the table as you do, and works in your best interests.


Are you ready to create a plan for living the life you’ve always dreamed about?  Contact us today to schedule your complimentary discovery meeting. 

Your Guide to Financial Independence

Rick Epple, CFP(r)