Certified Financial Planning
The Helmstar Group
Financial Planner, Certified Financial Planner, Financial Adviser
We all need to be reminded of the power of a sound, detailed, and carefully crafted financial road map. Basic financial principles need to be a part of the fabric of our financial lives. From the busy entrepreneur to the financially independent retiree, we all have lists of what we could and should do with our financial resources. Most of us, even when we’ve achieved wealth, question if we are doing the right things with our wealth to bless our own lives and the lives of our children and family in the right way.
Too often individuals get caught up in the “what” of planning. What type of investments, what asset classes, what retirement plan. The “what” is important in our work and we need to prudently attend to it. But it is in the “why” of financial planning where we discover the fire, passion and power of your financial road map. The what in a financial plan is a means to an end, but the why of the plan inspires. What strategies and tools we use in planning informs, but the why of planning transforms.
Certified Financial Planner
, Financial Adviser
, Financial Planner
, Investment And Financial