Phillips Financial Group

Financial Planning

Each and every financial plan is different. My duties are to evaluate your current situation, establish your short- and long-term goals, and put a plan together that takes into consideration all of these things and maybe some that you haven’t considered.

It all begins with a budget. Here is a great place to start if you are unsure about how to create and function with a realistic budget: Budget Calculator

With a solid budget in place, we can look at realistic goals in the near term as well as the long term. This is where using the products and services of a Financial Planner come in. We help you allocate your assets in the most effective way to achieve these goals.

Any financial plan is a living breathing thing. It grows and changes over time, much like your children. It has to be monitored and adjusted on a regular basis and in particular, at those major life moments that come for all of us.

Your job is to have goals and dreams. My job is to help you get there!