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Integrating Financial Planning in the Home Buying Process

Updated: Dec 6, 2019

Financial changes equate to uncertainty and that means higher stress levels. No matter what the cause of the financial change Financial Planning can help reduce uncertainty by clarifying the path to your financial future. That is especially true for undertaking a home purchase which usually is one of the largest financial transactions that occur in family's lives. This time period can be especially taxing because most families do not have a detailed account of current & future income/expenses and asset/liabilities to access the full financial impact of a home purchase today and tomorrow. The lack of planning can put undo financial stress on a family. At Brecken Capital Advisors we believe that doing a detailed financial plan can potentially provide the necessary insurance when large financial changes occur because it lays out in detail YOUR ENTIRE FINANCIAL PICTURE and more importantly the impact of the financial change. So when buying a home especially that undoubtedly will cause higher financial uncertainty in your life a Financial Plan can potentially reduce that uncertainty leaving nothing by chance, providing a clear financial path to your future. Our plans strive to find ways to INCREASE your cash flow along the way tied to our consulting background thru Charlotte Consultant Services where are provide detailed analysis to improve profits for business owners.


Through Brecken Capital Advisors & Charlotte Consultant Services we provide a seamless way to plan & manage your finances whether that be a business or an individual. For more insights see our website and disclosures found there at BCA.