Finley Financial

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Financial Planning is the process of meeting your life goals through the proper management of your finances. The process consists of six steps that help you understand where you are now, what you may need in the future and what you need to do to achieve your goals. The benefit of financial planning is that it focuses you on the right questions. The right question is not how do we beat the market?
It is how do we create an income that we can outlive, so that we will be able to live independently throughout our lifetimes? It might also be, how do we positively financially impact the lives of our children and grandchildren? The core financial planning questions are who is the money for, what is it for, and when will it be needed? Jay Finley formalizes goals, strategies and recommendations in a written Financial Plan.