Financial Wellness

Isn’t it a relief when you walk out of the physician’s office with a clean bill of health?

At Benold Financial Planning, we analyze your monthly income and expenses, ensuring you maintain a positive cash flow. There are many different aspects we focus on when looking at your financial wellness, including:

  • Income
  • Expenses
  • Personal Budget
  • Emergency Fund

By analyzing your income and expenses, we can create a plan to balance current and future needs. Thus, creating a plan with a vital prognosis for you to achieve your financial goals.

financial wellness piggy bank

Once a cash flow plan is in place, we will monitor and review your spending trends. Therefore, when it is time for a checkup, we will make adjustments if needed.  Having a solid emergency fund and a positive cash flow plan is the foundation for generating wealth today and tomorrow.

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.