Personal Planning

At Finley Davis Financial Group, we develop strategies to achieve your financial goals. The first step is creating a financial plan to evaluate your current financial situation. What are your assets and liabilities? Subtracting your total liabilities from your total assets will give you your net worth.

Next, we help you determine financial goals, such as: monthly savings, retirement investments, or college savings. We help prioritize your goals and determine the cost and length of time required to reach those financial goals. We then identify a financial course of action by setting up investments or policies to help reach your short and long-term financial goals. 

Having a concrete plan and secure investment opportunities will help you stay on track to accomplish your financial goals. 

If you are an individual interested in Personal Planning, please give us a call at 541-342-2224 to schedule an appointment.

For further information, please see Life Insurance and Retirement Projections.