Personal Financial Planning Financial vs. Finance Do you think your financial affairs would be better if you planned them? Personal financial planning is the process of Identifying and setting priorities for short and long-term financial goals, Developing strategies for reaching those goals, and Monitoring the results of the plan and adjusting as needed. Specific areas involved with personal financial planning are: Personal financial statement analysis Cash flow planning Income tax planning Risk management Investment planning Educational funding Retirement planning Estate planning We would welcome the opportunity to discuss your personal financial planning needs. Please call us at (281) 488-2022 or (409) 765-9311.