Financial Planning = Investing, Right?
Sure, that is part of what we do, but that’s only one part of the bigger picture. For years, financial planning has been synonymous with saving for retirement. But we believe that a financial plan should support your entire journey, not just the last leg.
We believe we all have a relationship with money that has been formed by personal life experience. We have a responsibility to ourselves to understand this relationship and proactively engage in improving our future. At TFP, our focus is on improving financial behavior through accountability with a goal of improving your outcome.