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Here, at Dunnigan Financial Planning, we believe in a concept called Life-Centered Financial Planning. This is a hands on approach to finance where we consider every aspect of your life in your financial pathway. We believe that seeing the bigger picture of your whole life and approaching your financial future from an angle that considers every aspect of what you're going through allows you to live comfortably in your present and continue toward a ...words words words

Life-Centered Financial Planning

It’s not just about your money. Money is emotion. A life-centered financial plan, when completed, can bring you to a new place. A place of contentment. It can create positive momentum in all the other areas of your life. It can allow you to live more in the present and bring you more joy. It can help you discover your passions and pursue them. That is what I want for you, and that is what this story is about.

In my 30 years in being a financial planner, the greatest lesson I have learned is…you have to have a plan. Not just a plan for your money, but a plan based on your life. A financial plan with your life at the center. -Shawn

Your Life At The Center

Your Life At The Center

Every day in our work, we help families address the financial stress they all feel in their lives. We call it ‘life-centered financial planning’. We put your life at the center and create a financial plan that focuses on your values, your history, your goals, and your passions. It is a trans formative planning process. The plan, once it’s in place, can create positive upward momentum in all the other aspects of your life.

What's Important About Money To You?

This simple question could very well be the most important money question. It’s ‘the why’ question. Before you can create a life-centered financial plan, you need to know why you are planning. Your plan should be based upon your values. This is the beginning. A sound financial plan is not just about investments but revolves around the cornerstone of your values.

Financial Planning

Your Comprehensive Plan Should Include:

  • Investment planning
  • Education planning
  • Retirement planning
  • Long-term care planning
  • Estate planning
  • Insurance planning and risk management

If you are a business owner, your financial plan should also include:

  • Exit planning
  • For Women Only Your Computer Usage The Planning Process
  • The Financial Planning Wheel
  • Meet the Financial Solutions Team

Some clients need financial planning for special circumstances:

  • Nontraditional families
  • Terminal illness
  • Divorce
  • Dependents with special needs*
  • Job change and job loss, including severance packages
  • Cleaning And Organizing Your Computer

*Based on financial planning guidelines of the CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.

To maintain a viable financial plan it’s important to stay informed and take a comprehensive approach by working with a professional financial planner who can help you navigate the complex financial landscape.