Goals-Based Financial Planning

Manage today’s needs, while preparing for future goals

Whether you are young, old, or somewhere in the middle, you possess a unique set of goals and circumstances. This is why a broad-based financial planning approach—covering investments, insurance, estate planning, and more—is so incredibly vital to your long-term financial well-being. Your Nationwide Planning advisor will help you define where you are today, determine where you want to be in the future, create a plan to help you achieve it and then monitor performance on an ongoing basis. Please take a moment to browse through the sections below and familiarize yourself with some key aspects of a holistic financial planning process:

• The Financial Planning Process
• Areas in Financial Planning