Financial Planning

Regardless of what stage of life you’re in, financial planning is the key to potentially growing your wealth and improving your financial health. A comprehensive plan allows you to make your money work for you now and in the future. At Staub Financial, we help you create a solid financial plan that seeks to pave the way to financial security.

Establishing Your Goals

The first step in developing a financial plan is to define your goals clearly. Your Staub advisor takes the time to get to know you and understand your financial and life goals, whether you are just starting your career or are well into your retirement years. Once we know more about you, we work with you to develop a plan that fits your goals.

Developing Your Financial Plan

Financial planning is a multi-faceted and holistic approach to managing your money. It requires careful consideration of your time horizon and how much risk you are comfortable with before devising a strategy to pursue your goals. Financial planning involves: 

• Analyzing your current financial health, including your assets, income and financial responsibilities
• Assessing present retirement and investment accounts
• Evaluating new investment opportunities
• Creating a budget

When you are satisfied with your financial plan, we put it into action, but we don’t stop there. When you work with us, we monitor your plan and meet annually or semi-annually to review how well the plan is working for you. With Staub Financial, you have a partner that invested in your financial well-being. Contact us today to learn more about our financial planning services.