At Birch Financial Services, we break the financial planning process into four stages: 

• Consultation
• Advice
• Implementation
• Review/Ongoing Service

Financial planning is a smart way to keep your financial house in order. It’s a money tool for everyone, regardless of age, earnings, net worth, or financial dreams. It offers individuals a way to document their personal goals and corresponding financial goals. It can keep you on track to meet ongoing financial needs and major future goals.