The Halliday Financial “VisionPlan”

Think of a comprehensive financial plan as a road map. If I am in New York and want to travel to Seattle, I might get there if I generally head West and North. But, the likelihood of getting lost and backtracking is substantial. It would take more time, be more expensive and, I would guess, be more stressful to embark on this type of journey.

If, instead, I got hold of a good map, highlighted the best route and set off, I would travel with the confidence that I know the specific roads I am traveling, the landmarks in the journey, the estimated cost of the trip, and how long it will take to get there. If I make a wrong turn, or get a flat tire, at least I can easily get back on track. These are the benefits that come from using a map to get from here to there: the same benefits that come from mapping the course from here to there, financially speaking.

VisionPlan is a financial planning service offered exclusively by Halliday Financial. VisionPlan illustrates in both words and graphs the most important goals in your financial life and the best way to achieve them. View a sample VisionPlan.

The Planning Process

We do not consider financial planning a one-time event that crunches numbers into a computer which then generates a static set of graphs and charts to be stored on your bookshelf. It’s much more dynamic and valuable than that.

At Halliday Financial, we view financial planning as a comprehensive, ongoing process that starts with helping you define your vision of financial success, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.

True Personal Planning

VisionPlan is tailored to your unique goals and contains actionable information and recommendations to help get you where you want to go. Below are some of the principle ways that financial planning can have a positive impact on your life. Having a written financial plan can help you feel more confident and prepared for your future, whether you’re nearing retirement or just starting to save.

True financial planning is based on a long-term, productive, communicative relationship with a financial advisor to develop a comprehensive, ongoing approach to managing all areas of your financial life.  For many people, having a financial plan helps them feel more confident about their financial future.

Benefits of Financial Planning

People who have written plans. . .

Contact Us

At Halliday Financial, we take pride in fostering your financial safety. We assist our clients through every phase of the financial lifecycle, from starting a career and family to retirement. We take satisfaction in seeing our clients realize their dreams. Contact us today…