1. The role of financial planning is to help you learn to manage yourself and your finances so that you can achieve your personal goals.

2. Financial planning, if properly done, can help you:

• Understand the purpose of wealth in your life (ownership),
• Become better stewards (stewardship) and use your resources more wisely,
• Understand what you can become (agency), and set goals to become what you want to become,
• Make better and wiser choices to become what we want to become (accountability).