The Financial Future You Want Starts With a Good Financial Plan Today

Your financial plan is the foundation for your journey to achieving abiding wealth. It is the map you create, based on your current and projected circumstances, that leads from where you are now to achieving your goals.

A Good Financial Plan Is:

  • Specific

    It spells out in detail with exact numbers your goals and plan to achieve them.

  • Realistic

    It is based on reasonable estimates and realistic real-world expectations.

  • Time-Sensitive

    It tracks your progress over time with defined deadlines for achieving your goals.

  • Workable

    It is simple enough for you to understand and follow through on consistently.

Your financial plan is what turns dreams into goals that you can actually achieve, because it makes your priorities and the actions you need to take crystal clear. With it, you can act with purpose and see exactly where you are on your chosen path; without it, you’re in the dark without the information you need to make smart decisions.

It really is that  important. That’s why you need help from a Charlotte financial planning specialist to make sure you get it right.

We Help You Make a Plan for the Future that Works for the Way You Live Today

At Abiding Wealth Advisors, our role in financial planning is to help you define and create a path to achieve your goals on your own terms.

Only you can decide where the balance is for you between saving and spending. Or working more to increase your income vs. spending more time with your family. Or which things are nice-to-have, and which are need-to-have.

The biggest reason financial plans fail is that they are based on unrealistic expectations: if your plan requires that you save so aggressively for the future that you don’t have the cash flow to live your life now, you will self-sabotage and eventually fail; it’s just human nature. Or life will serve up an emergency that will derail your progress, and you’ll never get back on track.

To succeed, your financial plan has to be firm in terms of your commitment and follow-through, yet flexible in the execution because, well, life happens.

Your plan needs to be generous, so you enjoy a reasonable standard of living now (and it’s up to you to define what “reasonable” is), but also restrictive, so you don’t spend on things you don’t need or that aren’t a priority now, in favor of saving for the future.

You have to be kind to “Now You” and “Future You”– the trick is finding the balance that respects both. The hard part is that what “Future You” will want and need can be difficult to know.

We’ll help you figure that out by providing some perspective gained in our work with clients at other stages of life than your own; we have walked this path with them, so we can share their wisdom with you.

Our Process Is Simple and Designed to Help You Make Choices and Take Action to Move You Forward:

Use Our Financial Planning Software to Track Your Progress Automatically

It’s free for all of our clients!

Financial Planning dashboard
  • Log in securely anytime, 24/7/365
  • Link up your accounts to automatically update balances and transactions, or manually enter policy and asset information
  • Track net worth, insurance, retirement savings, budget, expenses and education savings
  • Easily spot the gaps and shortfalls in your financial plan so you can take appropriate actions
  • Run scenarios to see how changes you are considering will affect your financial preparedness
  • Upload policy and estate planning documents for safekeeping in one location
  • Keep your advisor up-to-date automatically, ask them questions and assign them tasks

Your Abiding Wealth Advisor will help you set up this powerful tool and show you how to use it to make better financial decisions.

Large or Small, We Do It All– It’s Part of Our Mission

At Abiding Wealth Advisors, part of our mission is to help clients of all ages, life stages and circumstances achieve their personal and financial goals. Wherever you are on your journey and whatever you have to work with, we’re here to help you make the most of it.

Our Charlotte financial planning specialists have the tools and expertise to create advanced financial plans, but we’re also happy to do simple plans for young people and couples just starting out. We offer flat rate or hourly financial planning assistance, so no matter how big or small your financial plan needs to be, our services are both comprehensive and cost-effective.

If you’re ready to lay the foundation for your financial future by creating a workable plan to achieve your goals, please contact us today.

We would love to help you get started or refresh your financial plan so you keep progressing toward your desired destination.

Tools and Resources

Could my savings plan make me a millionaire?

How much can I save if I bring lunch instead of eating out?

How long will it take to meet my savings goals?

Copyright © 2017 - Abiding Wealth Advisors, LLC. All Rights Reserved. Site Design, Development & Copywriting by Copyshark.net.