Originally published January 6, 2015


The Purpose Statement at PDS Planning is “To eliminate the stress associated with planning and attaining a richer, fuller life.”  Financial planning should be simple. For you, not us.  Our happiest clients are the ones who have found that our guidance has allowed them to maintain focus on the things that matter to them, such as time with family, travel, entertainment, work, and hobbies.  Once we have earned our client’s trust, you can see the stress associated with their financial futures wash away.  Not because we have solved all their problems, but because we have taken seemingly complicated ideas and made them more approachable.

In an earlier post, I outlined that some people can handle their own financial planning, but for many, this is a daunting task. If your financial planning process has overwhelmed you in the past, it may be time to seek a professional advisor.  If your financial advisor has not been able to make these topics approachable for you, then a second opinion may be warranted.

We try to position ourselves as someone who can educate, guide, enlighten, and simplify – all in an effort to make you feel more comfortable with the financial decisions you make and your ability to achieve your goals.  To learn more about PDS Planning, please contact us.


Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment, strategy, or product or any non-investment related content, made reference to directly or indirectly in this newsletter, will be suitable for your individual situation, or prove successful. This material is distributed by PDS Planning, Inc. and is for information purposes only.  Although information has been obtained from and is based upon sources PDS Planning believes to be reliable, we do not guarantee its accuracy.  It is provided with the understanding that no fiduciary relationship exists because of this report.  Opinions expressed in this report are not necessarily the opinions of PDS Planning and are subject to change without notice.  PDS Planning assumes no liability for the interpretation or use of this report. Consultation with a qualified investment advisor is recommended prior to executing any investment strategy. No portion of this publication should be construed as legal or accounting advice.  If you are a client of PDS Planning, please remember to contact PDS Planning, Inc., in writing, if there are any changes in your personal/financial situation or investment objectives.  All rights reserved.