What is Financial Planning?

Financial Planning is an ongoing comprehensive evaluation of an investor’s current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans.

A good financial plan provides a road map for your financial life. It allows you to understand how one financial decision might impact other goals or areas of your financial life.  Financial planning and proper management of your finances helps ensure that you can meet your goals.

The Financial Planning Process

  • Establish and define client/planner relationship
  • Determine your financial objectives
  • Assess your financial situation
  • Prepare your financial plan
  • Implement recommendations
  • Review your plan periodically

San Antonio Financial Planner

 Here at SOGO Wealth & Risk Management we can help you with personal financial planning, investments, and estate planning. Our specialists will give you guidance and help you create a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. We will provide you with the objective, unbiased investment recommendations you need to make the best investment decisions.

We take the time to understand your unique financial needs and meet or communicate with you regularly to give you the understanding, control, and confidence you need in regards to your financial affairs.

A financial plan’s true value comes with its implementation. Don’t delay; contact us today at 210-499-5050 for a complimentary consultation to discuss a plan to achieve financial freedom.