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  2. Importance of Planning

Importance of Planning

A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.

A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

If you ever have questions about your plan or about specific financial products, contact us. We will set up a time to meet to review your needs and address any questions you may have. Contact us today.

About Us

  • Our Mission Statement
  • What Makes Us Different
  • Awards and Achievements
  • The Planning Process
  • In the Media
  • Strategic Partners

Request A Meeting

Enter your information below and a Customer Service Specialist will be in touch with you to schedule a complimentary financial review.

10900 Wayzata Blvd Suite 100
Minnetonka, MN
55305 United States

 
10900 Wayzata Blvd Suite 100
Minnetonka, MN
55305 United States

  •  Tel: (952) 544-2837
  •  Toll Free: 1 (866)-856-5857
  •  Fax: (952) 767-3599
  •  moneytalks@sandvoldfg.com
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Registered Representative of and securities offered through Questar Capital Corporation (QCC), Member FINRA/SIPC. Advisory Services offered through Questar Asset Management (QAM), a Registered Investment Advisor. Sandvold Financial Group is independent of QCC and QAM.

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