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Email: info@johansonfinancial.com

Financial Planning

Financial Planning is the long-term process of efficiently managing your finances so you can achieve your life’s goals and dreams. This process also includes negotiating financial hurdles that arise in the various stages of life. Financial Planning is a process, not a product.

Your current financial position is a key factor in your Financial Plan. It is essential to understand where you are today before you can begin your financial journey to where you would like to be. Your net-worth statement and income statement are essential financial planning tools. They help you:

  • Check progress towards financial goals
  • Plan for changes in assets or liabilities
  • Estimate how well dependent survivors would be able to live on their current inheritance
  • Estimate retirement income potential
  • Chart financial progress over the years

A net-worth assessment should be performed at least annually, and whenever there is a major change in assets and/or liabilities.

Financial Plan Six-Step Process

Step 1 – Establish Goals

Step 2 – Gather Data

Step 3 – Analyze and Evaluate Your Financial Status

Step 4 – Develop a Plan

Step 5 – Implement the Plan

Step 6 – Monitor the Plan and make Necessary Adjustments

Johanson Financial Advisors, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Johanson Financial Advisors, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Johanson Financial Advisors, Inc. unless a client service agreement is in place.

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade and Johanson Financial Advisors, Inc. are separate and unaffiliated firms, and are not responsible for each other's services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

Charles Schwab & Co., Inc. (Schwab) is one of the firms that we use to custody our client assets. Schwab and Johanson Financial Advisors, Inc. are separate and unaffiliated firms, and are not responsible for each other's services or policies. Schwab does not endorse or recommend any advisor and the use of the Schwab logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab & Co., Inc. (Schwab), a subsidiary of The Charles Schwab Corporation, member SIPC. Used with permission.

Certain representatives of Johanson Financial Advisors, Inc are also Registered Representatives offering securities through Comprehensive Asset Management and Servicing, Inc., Member FINRA/SIPC 2001 Route 46, Suite 506, Parsippany, NJ 07054 (800) 637-3211

Check the background of this firm on FINRA’s BrokerCheck. 

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