Financial Planning

At Paducah Financial Consultants we feel that financial planning is the heart of what we do!

As we move through life our daily choices shape our future by impacting our long-term goals and objectives. The term “Financial Planning” may mean different things to different individuals, but simply stated it is a systematic process for evaluating an individual’s financial state and financial future.

Because each financial plan is based upon what is most important to you, it is key to ensure your assets are in alignment with those goals. An experienced financial advisor guides and directs you through the decision making process, which involves the following steps:

  • Discovery and data gathering of the current financial status
  • Analysis and goal setting for financial situation
  • Evaluation of current assets, insurance and tax/estate strategies
  • Proposed financial plan to meet goals
  • Implement the agreed upon plan
  • Monitor and review the plan periodically, update for life changing events

Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.

-Pablo Picasso