WHITEMONT FINANCIAL SERVICES FIRM   Integrity generates credibility

Integrated financial planning



Financial planning provides an overall picture of your current situation and includes financial projections. The financial plan indicates the position you have attained in reaching your goals and which aspects of the plan need to be reassessed. An appropriate financial plan leads to a plan of action that should be reviewed periodically to adjust to the changes you are experiencing in your lives. You receive a written report recommending an action plan to assist you in achieving your goals.