Personal Financial Planning

Risk can take many forms: illness, accident, liability, and natural disasters, to name a few. Failing to manage risk properly can jeopardize your financial future. Strategic financial planning can help alleviate the impact risk has on your assets and your family. In addition to alleviating risk, strategic planning helps you leave a legacy that lasts for generations. Using the Dream Planning Process, we can help you identify your goals, build a plan to achieve them and monitor the success of the plan.

The Dream Planning Process

Moffatt Financial Services specializes in wealth plans that address the unique needs of families and business owners. Our desire is to inspire clients to act with confidence, organization, commitment, and discipline in designing and implementing their desired plan of action.

The Dream process consists of five disciplines:

D (Define) – This practice defines your goals.
R (Realize) – This practice focuses on realizing your current position.
E (Engineer) – This practice engineers a plan.
A (Action) – This practice establishes a plan of action to pursue your goals.
M (Monitor) - This practice monitors results and educates on best practices while promoting corrective actions so your liability is limited and goals remain in focus.

This practice helps you manage the health and welfare of your financial strategy by determining what is important to you and how to put strategies in place that focus on your goals.