Comprehensive Planning


Understanding your financial situation is the first step toward achieving your financial goals, which is why comprehensive planning is essential. This workshop will focus on:

  1. The significance of financial planning
  2. Assessing your current circumstances, and establishing future objectives


With our guidance, you will gain the tools needed for greater financial independence, all while benefiting from Gasaway’s commitment to consistent communication and our dedicated team devoted to your financial well-being.


Helpful statistics to encourage you to begin your comprehensive planning today:

Individuals who engage in comprehensive financial planning feel significantly more confident about their financial future. About 73% of those with a written financial plan report feeling confident about achieving their financial goals.

Only 50% of Americans have calculated how much they need to save for retirement, highlighting a gap in planning among the population.

Individuals who work with a financial advisor accumulate significantly more wealth over time—an average of 3% more per year—compared to those who do not.

What is Comprehensive Planning?

  • Comprehensive financial planning is a holistic approach to managing an individual's or family's financial resources to achieve long-term goals and maintain financial stability. 
  • It involves assessing all aspects of a person’s financial situation and developing a strategic plan to address various needs and objectives.


What is included in Comprehensive planning:

  • Investment Planning
  • Retirement Planning
  • Insurance Planning
  • Tax Planning
  • Estate Planning
  • Debt Management
  • Education Planning

Why is it important?

  • Goal Alignment: Helps individuals and families align their financial resources with their personal and financial goals, such as buying a home, funding education, or planning for retirement.
  • Risk Management: Identifies potential financial risks and implements strategies to mitigate them.
  • Informed Decision-Making: Provides a framework for making informed financial decisions based on a complete understanding of one’s financial situation.
  • Long-Term Stability: Promotes long-term financial health and stability, reducing stress related to financial uncertainty.

CFP Board, "2021 Financial Planning Survey." https://www.cfp.net/-/media/files/cfpboard/knowledge/reports-and-research/certificant-surveys/2021-cfp-professionals-surveyreport.pdf?la=en&hash=2CAB13ECDA193223ACD4C3466C6952B1

Employee Benefit Research Institute, "2023 Retirement Confidence Survey." https://www.ebri.org/docs/default-source/rcs/2023-rcs/2023-rcs-short-report.pdf

Vanguard, "The Value of an Advisor." https://www.advisor.ca/practice/planning-and-advice/advisors-add-288-in-value-study-finds/


To attend our workshop that will cover these topics, please RSVP by clicking on the date that best works for you below. We look forward to seeing you there.

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