Financial planning helps bridge life's complex wealth situations with an actionable, streamlined process to reach your goals.

WHAT IS FINANCIAL PLANNING?

Financial planning isn't just about investments or planning for retirement, and it's not only for wealthy or older people. It's about helping individuals and families, regardless of age and financial circumstances, plan for and achieve their goals by managing their financial resources.

Think of financial planning as taking a road trip by car. You prepare for the trip by marking on the road map where you are today and the destinations you want to reach. Financial planning will show you the best route to get to your destinations. You may find in planning that you can't reach every destination you wish. Good financial planning, like good trip planning, is always flexible and makes adjustments for detours or destination changes.

WHAT ARE THE BENEFITS OF FINANCIAL PLANNING?

Financial planning can help you make the most of your money through tax planning, budgeting, and saving.

Confidence

Comprehensive planners know exactly where their money is going each month. By taking the mystery out of money, you can set yourself up to experience more financial confidence.

Clarity

Imagine having clarity in knowing you can cover your monthly expenses, set aside money for long-term goals, and have room for a few guilt-free splurges. Even if that feels out of reach for you now, a plan can propel you in the right direction.

Contentment

A personalized financial plan helps you focus on making the most of what you have, and how you can attempt to maximize it, rather what you don’t. An actionable plan can reduce stress surrounding finances.

Achievement

Having a spending, saving, and investing plan in place helps you transform your dreams into actionable goals. By gaining a holistic view of your finances, you can get and stay on track toward reaching all of your financial goals.

Understanding The Financial Planning Process

The financial planning process helps you understand where you stand financially, identifies where you want to be financially in 10, 20, 30 + years from now, designs a customized financial plan to help you get there. During a financial planning review, your advisor will help you:

Know Where Your Money Is and What It's Doing For You

We will provide you with an easy, step-by-step process to help things go as smoothly as possible.

Using Award-Winning Financial Planning Technology

eMoney offers their clients a real-time, on-demand financial experience. Clients also get access to financial goal tracking, unlimited document storage,mobile web access, and more. Along with eMoney, we can help you gain control over all the moving parts in your financial life.

Getting Financially Organized:

Locating all of your financial accounts and connecting them to your secure client portal
Gathering and documenting the details of your insurance policies
Collecting the info on your employer benefits (i.e. 401k, health benefits, disability), and more!

See Awards here.

Seamless Account Access:

Keep all your information in one place using the most up-to-date financial planning portal
Easily access your account 24 hours a day, 7 days a week
Optimized user experience across all platforms

Use our analysis tool to start your investment plan.

See if you're on track for free

WHY WORK WITH A FINANCIAL ADVISOR?

You should be involved in all aspects of your financial plan, but if you don't have the time and financial expertise, you may want a qualified financial planner to help you clarify your destinations, select the best route, build your financial assets, and be sure emergency resources are in place.

That's where K2 Financial Partners can help. Our advisors are dedicated to providing comprehensive financial planning services and unbiased investment advice through clearly outlined service options.

As CERTIFIED FINANCIAL PLANNER™ Professionals , we want you to feel confident in knowing that you are receiving the highest standard of financial planning services. We have the training, knowledge and fiduciary duty to act in your best interest. We are held to strict ethical standards by the CFP® Board Code of Ethics to help ensure your financial planning recommendations are the right ones for you.

Speak with an advisor today about your financial plan.

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