Lisa Dreher CFP, CPA- Nashville, TN Financial Planner

Financial Planning
 




Financial Planning

 

What is a financial planner? A financial planner uses the financial planning process to help you identify and plan to meet your financial goals. The planner takes a broad view of your situation and can look at all of your needs including budgeting and saving, education planning, retirement planning, investments, insurance, and estate planning. This big picture approach may be different from other financial advisors who have been trained in only one particular area of finance. Look for a financial planner that has completed certification programs and has earned the CERTIFIED FINANCIAL PLANNER™ certification, the Chartered Financial Consultant (ChFC) or the Personal Financial Specialist (CPA/PFS) designations.

What is the financial planning process? Financial planners follow the following six step process when working with their clients:

  • Establish and Define the Client – Planner Relationship
  • Gather Client Data and Goals
  • Analyze and Evaluate your Financial Status
  • Develop and Present Financial Planning Recommendations and /or Alternatives
  • Implement the Recommendations
  • Monitor the Recommendations


When would I need the services of a financial planning professional? Seek help if you:

  • Know that you need to improve your current financial situation but don’t know where to start
  • Feel that a professional adviser could help you improve on how you are currently managing your finances
  • Don’t have enough time to do your own research and planning
  • Have an immediate need or unexpected life event such as a birth, inheritance or major illness


Financial Planning - CPA, CFP

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Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC
Dreher Advisory Services, PLLC and Silver Oak Securities, Inc. are separate entities.

Dreher Advisory Services, PLLC | Lisa B. Dreher, CPA, CFP®
565 Marriott Drive, Suite 810 | Nashville, TN 37214
Phone 615-369-5141 | Fax 615-369-5142


lisadreher@silveroaksecurities.com

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