Prioritize financial planning to save for what matters to you

According to a recent BankRate survey, 76 percent of respondents reported having a financial regret. “Of Americans with a financial regret, a whopping 56 percent say their financial regrets have to do with savings. That includes not starting their retirement savings early enough (27 percent), underfunding their emergency fund (19 percent) or not saving enough for their children’s education (10 percent).”

Planning for the things that matter to you—from retirement to saving for college or a vacation, to planning for your estate—is something you must prioritize to avoid financial regret later.

At Badgley Phelps, our financial planning services leverage the diverse expertise of our team. We carefully craft a roadmap for our clients, so they always know where they are in relation to their personal milestones and hurdle rates. We bring balance to our clients' lives by bridging the distance between their financial situation today and tomorrow—including thinking about what their financial legacy will look like.

Watch the video below for more about the firm’s approach to financial planning.