Financial planning is about more than assets, investments and net worth. It’s about what you want to do with your money and why. It’s about identifying your concerns, expectations and goals. It’s about how you feel and what you want.
Financial planning helps address common fears and concerns such as health care costs, outliving your money and the best time to file for Social Security benefits.
The “Confidence Meter” helps you gauge how likely you are to reach your goals and whether you are on track instead of focusing on headlines.
Financial planning takes your risk tolerance into account. You will get a “Risk Number” that guides you to the kind of investment you should have.
Learn more about how financial planning can help you by contacting us at Korving & Company today.
Arie J. Korving, a CERTIFIED FINANCIAL PLANNER™ professional, has been delivering customized wealth management solutions to his clients for more than three decades. Prior to co-founding Korving & Company, he was First Vice President with UBS Wealth Management and held management positions with General Electric.