Give a gift that lasts: a solid financial plan |

As the holiday season approaches, I remember the Christmas gatherings and the exchanging of gifts among family and friends. Although we all love receiving gifts, it is the joy I get from giving that is most rewarding. This is especially true when the gift is something that has a lasting impact for the recipient.

It may sound strange, but that’s how I’ve come to see financial planning. When done right, it can not only have a positive impact on a family today, but also transform the lives of generations to come. What a legacy!

In this season of gifts, allow me to share some gift ideas for you and your family to consider.

— Executing a plan that thoughtfully addresses the key areas of risk in your financial life and keeps you on track through life’s transitions so you can live the life of your dreams.

— Provide your child or grandchild with a debt-free college education.

— Properly manage risk so that your family can maintain their lifestyle and achieve their life and educational goals even when faced with unexpected loss or adversity.

— Have a trusted resource in place to advise and manage your family’s investments in the event of disability, deterioration of health or death.

— Establish a thoughtful estate plan and, with your financial advisor, arrange a family meeting to communicate your intentions and expectations so that future generations commit to a shared vision and legacy.

Introduce financial planning to your adult children and grandchildren so they can get a head start on acquiring financial literacy and prepare for a bright financial future.

From the examples above, you can see that the biggest benefit of financial planning is the peace of mind that comes with knowing you have a plan that keeps you and your family navigating. through the uncertainties of life while realizing the future you envision. I can’t imagine a greater gift for yourself and your family.






The greatest benefit of financial planning is the peace of mind that comes with knowing that you and your family can navigate life’s uncertainties while realizing the future you envision.


Once in place, the counselor will guide you through a planning process that includes defining the relationship, gathering data, setting goals, evaluating your current journey, developing and presenting recommendations. , the implementation of these recommendations and the monitoring of the results.

It is through the planning process that the essential information for the development of any investment strategy is discovered. The process reveals the client’s objectives, cash flow characteristics, risk tolerance, risk capacity and tax issues; all of which influence the development of an appropriate investment strategy.

With the holiday season approaching, there’s no better time to consider hiring a financial advisor knowledgeable in comprehensive financial planning. If you’re lucky, it can be a life-changing gift for your family.

Learn more about Scott Kittrell and make an appointment here.