Anita J Patel
Financial Planning for Professional Women

Financial planning is about planning for the life you want instead of letting life just happen to you.

Does the balance in your bank account dictate the way you live your life?  Do you even remember all the dreams you have squashed because the numbers in your accounts weren’t high enough?  Does it seem like no matter how much money you make, the balances never go any higher?  Or maybe you are always saving, but it never feels like enough? 

Wouldn't it be nice instead to ponder what you want out of life and push your money around to make it happen, instead of letting your money push you around.  Financial planning is about truly understanding what you want out of life and using your money and your investments to make it happen.

In most areas of our lives, we start with dreams and goals.  Then we make decisions and work to make them happen.  If we want children, then we look for a good mate to have them with, or a good neighborhood in which to raise them.  If we want a certain career, then we educate ourselves and look for opportunities to move it forward.  Financial goals are the same – the more we understand what we want, and the more time we have to do it, the easier it is. 

Financial planning doesn’t have to be about fearing all the things that you can’t have.  It is about planning to get the things that you really want.