{"id":2247,"date":"2016-06-04T20:18:31","date_gmt":"2016-06-04T20:18:31","guid":{"rendered":"http:\/\/realwebclientnews.com\/rpa3\/?page_id=2247"},"modified":"2026-09-25T23:08:35","modified_gmt":"2026-09-25T23:08:35","slug":"financial-planning","status":"publish","type":"page","link":"https:\/\/jkrco.com\/index.php\/financial-planning\/","title":{"rendered":"Financial Planning"},"content":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-3383 size-full\" src=\"https:\/\/jkrco.com\/wp-content\/uploads\/2026\/03\/couple-consultant-500.jpg\" alt=\"\" width=\"500\" height=\"333\" srcset=\"https:\/\/jkrco.com\/wp-content\/uploads\/2026\/03\/couple-consultant-500.jpg 500w, https:\/\/jkrco.com\/wp-content\/uploads\/2026\/03\/couple-consultant-500-480x320.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 500px, 100vw\" \/>Financial Planning\u00a0<\/strong><br \/>\n<span style=\"font-weight: 400;\">Every individual has their own set of circumstances and goals. A financial plan helps one gain more insight into what steps one needs to take to achieve their aspirations. After we work with clients to develop a complete workable plan, the next step is putting these steps into action. Using various systems we are able to assist you in making a suitable plan that will put you on track to start saving for your future. A good financial plan is revisited and reviewed to make sure it is still workable.\u00a0<\/span><\/p>\n<p>According to major industry studies like the <span class=\"\" data-sfc-cp=\"\" data-sfc-root=\"ep\" data-sfc-inited=\"2\" data-copy-service-computed-style=\"font-family: Google Sans, Arial, sans-serif, Noto Color Emoji; font-size: 16px; font-weight: 400; margin: 0px; text-decoration: none; border-bottom: 0px rgb(10, 10, 10);\"><a class=\"H23r4e\" href=\"https:\/\/www.google.com\/url?sa=i&amp;source=web&amp;rct=j&amp;url=https:\/\/www.schwab.com\/learn\/story\/5-ways-financial-planning-can-help&amp;ved=2ahUKEwjb1v2b7IqXAxXole4BHZNNC-8Qy_kOegoIAggACAEIDBAB&amp;opi=89978449&amp;cd&amp;psig=AOvVaw3nENLld5s42b9GInxu8mXN&amp;ust=1790463977114000\" target=\"_blank\" rel=\"noopener\" data-ved=\"2ahUKEwjb1v2b7IqXAxXole4BHZNNC-8Qy_kOegoIAggACAEIDBAB\" data-hveid=\"CAIIAAgBCAwQAQ\" aria-label=\"Charles Schwab Modern Wealth Survey. Link preview. Site: Charles Schwab. Title: 5 Ways Financial Planning Can Help - Charles Schwab. URL: https:\/\/www.schwab.com\/learn\/story\/5-ways-financial-planning-can-help.\" data-copy-service-computed-style=\"font-family: Google Sans, Arial, sans-serif, Noto Color Emoji; font-size: 16px; font-weight: 500; margin: 0px; text-decoration: underline 1px rgb(26, 13, 171); border-bottom: 0px rgb(26, 13, 171);\">Charles Schwab Modern Wealth Survey<\/a><!--TgQPHd|||[[&quot;https:\/\/www.schwab.com\/learn\/story\/5-ways-financial-planning-can-help&quot;,null,null,[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,[{&quot;1218&quot;:[16,null,null,null,[1]]}]],16,null,&quot;5 Ways Financial Planning Can Help - Charles Schwab&quot;,&quot;Does the first type sound more like you? If so, you&#39;re not alone: Only 36% of Americans have a written financial plan, according to Schwab&#39;s 2024 Modern Wealth Survey. 1 Of the rest, 43% said they didn&#39;t have enough money to make a plan worthwhile while others said it seemed too complicated or they didn&#39;t have time to develop a plan. The bright side is a majority recognize that they can do more to stay on top of their finances. Here are five ways financial planning can help you save for your future. 1. Financial planning increases confidence&quot;,&quot;https:\/\/encrypted-tbn2.gstatic.com\/images?q\\u003dtbn:ANd9GcSWQC0NcFkL-9WEXsooC7ICWY39U1jJ-gtgq1nqAkr6W4CPDCKlfBqLl6ihU8rVXHgYDUJlvHu6QKAcgR0&quot;,&quot;Charles Schwab&quot;,&quot;https:\/\/encrypted-tbn0.gstatic.com\/faviconV2?url\\u003dhttps:\/\/www.schwab.com\\u0026client\\u003dAIM\\u0026size\\u003d128\\u0026type\\u003dFAVICON\\u0026fallback_opts\\u003dTYPE,SIZE,URL&quot;,[[1790377577114459,32413160,4010495379],null,null,null,null,[[2,0,1,9]]],null,&quot;6f16e00e-03b1-4219-baf7-63a90f42edc0&quot;]]--><\/span>, only about <strong class=\"rQesXe MPyX\" data-sfc-cp=\"\" data-sfc-root=\"ep\" data-copy-service-computed-style=\"font-family: Google Sans, Arial, sans-serif, Noto Color Emoji; font-size: 16px; font-weight: 700; margin: 0px; text-decoration: none; border-bottom: 0px rgb(10, 10, 10);\">36% of Americans have a written financial plan<!--TgQPHd|||[]--><\/strong>.<\/p>\n<p><strong class=\"rQesXe MPyX\" data-sfc-cp=\"\" data-sfc-root=\"ep\" data-copy-service-computed-style=\"font-family: Google Sans, Arial, sans-serif, Noto Color Emoji; font-size: 16px; font-weight: 700; margin: 0px; text-decoration: none; border-bottom: 0px rgb(10, 10, 10);\">Confidence Boost:<!--TgQPHd|||[]--><\/strong> Data tracked by <span class=\"\" data-sfc-cp=\"\" data-sfc-root=\"ep\" data-copy-service-computed-style=\"font-family: Google Sans, Arial, sans-serif, Noto Color Emoji; font-size: 16px; font-weight: 400; margin: 0px; text-decoration: none; border-bottom: 0px rgb(10, 10, 10);\"><a class=\"H23r4e\" href=\"https:\/\/ascensioncapital.com\/insights\/why-financial-plans-lead-to-better-outcomes\" target=\"_blank\" rel=\"noopener\" data-ved=\"2ahUKEwjb1v2b7IqXAxXole4BHZNNC-8Qy_kOegoIAggACAEIERAK\" data-hveid=\"CAIIAAgBCBEQCg\" data-sb=\"\/url?sa=i&amp;source=web&amp;rct=j&amp;url=https:\/\/ascensioncapital.com\/insights\/why-financial-plans-lead-to-better-outcomes&amp;ved=2ahUKEwjb1v2b7IqXAxXole4BHZNNC-8Qy_kOegoIAggACAEIERAK&amp;opi=89978449&amp;cd&amp;psig=AOvVaw3nENLld5s42b9GInxu8mXN&amp;ust=1790463977114000\" data-copy-service-computed-style=\"font-family: Google Sans, Arial, sans-serif, Noto Color Emoji; font-size: 16px; font-weight: 500; margin: 0px; text-decoration: underline 1px rgb(26, 13, 171); border-bottom: 0px rgb(26, 13, 171);\">Ascension Capital<\/a><!--TgQPHd|||[[&quot;https:\/\/ascensioncapital.com\/insights\/why-financial-plans-lead-to-better-outcomes&quot;,null,null,[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,[{&quot;1218&quot;:[16,null,null,null,[1]]}]],16,null,&quot;Why Financial Plans Lead to Better Outcomes&quot;,&quot;Why Financial Plans Lead to Better Outcomes Thought LeadershipFinancial Education Aug 23 Written By Paul Thompson, Jr. According to Charles Schwab&#39;s 2019 Modern Wealth Survey, only 28% of Americans have a written financial plan. It&#39;s no wonder that year after year, we see statistics illustrating how ill-prepared many folks are for retirement\u2014many aren&#39;t even taking the first step. In our view, having a financial plan opens the door to having good money habits in general. 56% of people with financial plans felt \u201cvery confident\u201d they would ultimately reach their financial goals, while only 17% of people without financial plans felt the same. Financial plans lead to better outcomes. financial planningretirement planningtax planning Paul Thompson, Jr.&quot;,&quot;https:\/\/encrypted-tbn2.gstatic.com\/images?q\\u003dtbn:ANd9GcTXqt0C_WwDouk_aiRepms7uL-VEm_2EahzGTvhuVjazJ08axlsNwWAXMYnvKDUljSNPT0ZtGa_seH6RjY&quot;,&quot;Ascension Capital Advisors&quot;,&quot;https:\/\/encrypted-tbn1.gstatic.com\/faviconV2?url\\u003dhttps:\/\/ascensioncapital.com\\u0026client\\u003dAIM\\u0026size\\u003d128\\u0026type\\u003dFAVICON\\u0026fallback_opts\\u003dTYPE,SIZE,URL&quot;,[[1790377577114459,32413160,4010495379],null,null,null,null,[[2,0,1,20]]],null,&quot;89690559-1b8c-43c8-a4e3-2098a370998b&quot;]]--><\/span> shows that <strong class=\"rQesXe MPyX\" data-sfc-cp=\"\" data-sfc-root=\"ep\" data-copy-service-computed-style=\"font-family: Google Sans, Arial, sans-serif, Noto Color Emoji; font-size: 16px; font-weight: 700; margin: 0px; text-decoration: none; border-bottom: 0px rgb(10, 10, 10);\">56% of people with financial plans feel &#8220;very confident&#8221;<!--TgQPHd|||[]--><\/strong> about reaching their goals, while a staggering 83% of those without a plan lack that confidenc<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Financial Planning\u00a0 Every individual has their own set of circumstances and goals. A financial plan helps one gain more insight into what steps one needs to take to achieve their aspirations. After we work with clients to develop a complete workable plan, the next step is putting these steps into action. Using various systems we [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-2247","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Financial Planning Services | Los Angeles Financial Planner<\/title>\n<meta name=\"description\" content=\"JKR Company delivers personalized financial planning services and expert financial planning and advice, with a financial planner Los Angeles investors have trusted since 1979.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/jkrco.com\/index.php\/financial-planning\/\" \/>\n<meta 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