From my experience, I believe that finances get way too complicated, no matter your age or background. So I am set out to change that, I want your finances to be simplified. Financial planning is the process of setting up a plan that can be followed. Too many times agents, advisors and bankers use terms that the average person cannot understand. Using technical terms doesn’t make them sound smarter, instead they just confuse people. I am like you, I want to be able to talk freely and openly about my situation, without feeling intimidated to ask questions.