What is financial planning and how is it different from investment management?
Financial planning is a process of uncovering your most important financial goals: enjoying a comfortable retirement, sending kids or grandkids to college, buying a second home, protecting you and your family, and making the most of your financial resources. Investment management is one part of planning and focuses on investing in the market in a way to meet your long-term goals for growth and income. An investment strategy is part of a full financial plan. At BWFA you can hire us to manage your money, prepare a full plan, or both. It’s your choice.
