How do YOU benefit from Financial Planning?

Working with a financial planner can help you see the big picture and set long and short-term life goals, a crucial step in securing your financial wellbeing. When you have a financial plan, it's easier to make financial decisions and stay on track to meet your goals. In fact, research has proven that individuals working with a financial planner generate higher returns annually on their investments (Quantified in real numbers in the research by David Blanchett and Paul Kaplan of Morningstar, Alpha, Beta, and Now . . .  Gamma.

A financial planner doesn’t necessarily help you “beat the market”, but rather by coaching clients on how to save more, the importance of getting out of debt, avoiding unnecessary income taxes, or saving money on insurance premiums. Financial planning can eliminate the cloud of uncertainty that follows most people with respect to their money, taxes and investments. To that end, we empower our clients with knowledge and transparency about all facets of Finance.

Here is a list of the major benefits clients can expect from partnering with Benold Financial Planning:


Coaching empowers individuals in regard to their finances. We act as financial counselors and mentors to educate, motivate and enable clients to reach their goals and dreams. We can help keep clients on track by keeping them focused on their individualized financial roadmap. Clients also confide in us their financial concerns or any questions that may arise.

Peace of Mind

Many investors say that the biggest benefit of working with a financial advisor is that they are less anxious about their finances. This is especially true if you’re not particularly interested in financial matters. Benold Financial Planning is available to answer any questions and address any concerns. Together, you can develop a financial plan that allows you to worry less about day-to-day decisions and focus on attaining your long-term goals. Should life throw you a curve-ball, you can rest easy knowing a financial planner is in your corner.


We tell you the whole truth. All of our decisions and recommendations are explained to you in detail so you are made aware of and understand the reasoning behind them. Every recommendation, decision, and action made on your behalf is justifiable, transparent and rooted in sound financial logic.

Personalized Financial Planning

Financial planners can help you develop a holistic and individualized approach to your finances. In addition to advice about where to invest your money, we can help you establish a budget for your current needs and develop the discipline to put money aside for your future. Benold Financial Planning can help you develop a plan designed to meet your specific goals, from buying a house to funding a college education to securing your retirement.

Strategic Monitoring

We rebalance investments quarterly to ensure you have a diverse portfolio and proper asset allocation. Client education is important to us, which is why we provide detailed reports to ensure the client understands how their portfolio is performing and the reasoning behind our recommendations. We will handle any rebalancing or asset adjustments to keep in harmony with your investment and retirement goals.

Time Management

As trained professionals, a financial planner can save you time by managing your investment portfolio for you. Investing is a complex skill that takes a lot of effort, both in terms of money and time. Taking on this burden yourself can eat away at your valuable time. Let us create and manage your personalized financial plan instead and you can enjoy peace of mind knowing that your financial plan is handled by us.

Financial Planning Process

1. Schedule Consultation

The process begins with establishing a relationship between the client and Benold Financial Planning, with an informal initial consultation. Your financial planner will explain their financial planning services.

2. Plan Creation

You've gathered the relevant information, now it's time to analyze it and create a financial plan. The plan will include specific action points for your personal goals such as cash flow analysis. income tax planning,

3. Implementation

With a plan in hand, both parties will carry out the recommendations thereby putting the plan into action. Various items may be carried out at varying time frames.

“A goal without a plan is just a wish.”

Antoine de Saint-Exupery