The Benefits of Financial Planning

The Benefits of Financial Planning

March 29, 2018

Take Control of Your Financial Future

The pace and complexity of managing modern finances may leave some people unprepared to achieve a successful financial future. If you’re feeling less than confident about your future, having a well-prepared financial plan will help put you in control.

To manage your income and expenses effectively throughout your lifetime, consider partnering with your financial advisor, who has the experience to help you create a plan that strategically addresses your unique goals and needs.

Why People Say Yes to Financial Planning

Financial planning pulls all your finances together, organizing them and making management easy and effective. The more you understand and better manage your wealth, the more prepared you are to achieve your goals and dreams.

Creating a financial plan will help you:

  • See your finances from a holistic point of view, so you understand how your individual financial decisions impact your overall financial  success
  • Create integrated strategies that take into account the interconnectedness of your financial activities
  • Identify your long-term financial goals and the steps needed to pursue those goals
  • Track your progress and make adjustments as you experience new life events or develop different perspectives.

Your Financial Advisor: Your Partner in Planning

Creating an effective financial plan takes time, know-how, and experience. Even if you’re using popular consumer financial tools, planning on your own can be overwhelming and frustrating. Consulting with a financial advisor not only reduces your workload, but also helps ensure that your plan is comprehensive and based on current trends and data.

When you partner with a professional, you’ll gain:

  • Knowledge of options and alternatives tailored to your specific financial situation
  • Connections to a network of professionals (accounting, legal, real estate, insurance, trusts) when additional expertise is needed
  • Advice and support from an experienced professional committed to guiding you toward long-term financial well-being

Getting Started

Let your advisor know that you want the benefits of financial planning for you and your loved ones and schedule an appointment to begin the process.
The more information you provide your advisor the better. Even if you drop off a box filled with your essential financial records, that’s often enough to allow your advisor to start creating your customized financial plan.
Once your plan has been created, you and your advisor will review it regularly to help you stay on track towards your goals. As life changes, so does your financial situation. Your financial advisor will strategize with you to help you address these changes and keep you on the path to financial success.

Reach out to your financial advisor today!


There is no guarantee that the implementation of a financial plan will yield positive results. LPL Financial Advisors offer access to trust services through The Private Trust Company, N.A. an affiliate of LPL Financial.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Genesis Wealth Management, LLC is not an affiliate company of LPL Financial.