I am a financial planner whose goal is to deliver personalized planning for each of our clients at various life stages—from purchasing their first house to developing an income strategy in retirement and everything in between. Any good financial plan should provide a roadmap of where they are now to where they want to get to. An important part of our process is to educate along the way so that everyone that works with us has a good understanding of what their plan is, and how all other financial decisions impact the success of that plan.