--- title: Financial Planning --- [Skip to content](https://generatingfinancialfreedom.com/financial-planning#main-content) [![](https://generatingfinancialfreedom.com/hs-fs/hubfs/Generating%20Financial%20Freedom%20Logo.png?width=500&height=394&name=Generating%20Financial%20Freedom%20Logo.png)](https://generatingfinancialfreedom.com) # *Showing you how small changes everyday, can lead to monumental accomplishments along the way. * - [Home](https://generatingfinancialfreedom.com) - [About Us](https://generatingfinancialfreedom.com/about-us) - [Services](https://generatingfinancialfreedom.com/services) - [Articles](https://generatingfinancialfreedom.com/en-us/blog/generating-financial-freedom) - [Calculators](https://generatingfinancialfreedom.com/articlestools) - [Get Started!](https://generatingfinancialfreedom.com/start-today) - [Contact Us](https://generatingfinancialfreedom.com/contact-us) ![{4DC37EC1-5892-4894-B3B5-491A9C5EE130}](https://generatingfinancialfreedom.com/hs-fs/hubfs/%7B4DC37EC1-5892-4894-B3B5-491A9C5EE130%7D.png?width=650&height=482&name=%7B4DC37EC1-5892-4894-B3B5-491A9C5EE130%7D.png "{4DC37EC1-5892-4894-B3B5-491A9C5EE130}") # Financial Planning Financial planning isn't just about investments, it's about understanding where your money goes and how it impacts your life. If you've ever dreamed of taking a spectacular vacation or a buying a luxury car, you'll likely need a financial plan to accomplish those dreams. These dreams may not always be about you either, maybe you'd like to leave a legacy behind for your children or pay for a college education for your grandchildren, having a plan can help ensure you are doing everything you can now to provide for later. Think of your financial plan as a roadmap guiding you to where you want to be. From interest saving strategies and budgeting to investment and estate planning guidance we will help create a plan so you can live with confidence.  ![{B9C4A548-014F-4003-A4C4-F5346697B6BB}](https://generatingfinancialfreedom.com/hubfs/%7BB9C4A548-014F-4003-A4C4-F5346697B6BB%7D.png "{B9C4A548-014F-4003-A4C4-F5346697B6BB}") ![{9F690C8A-C78E-43A3-A6EC-B33CBD356A9C}](https://generatingfinancialfreedom.com/hubfs/%7B9F690C8A-C78E-43A3-A6EC-B33CBD356A9C%7D.png "{9F690C8A-C78E-43A3-A6EC-B33CBD356A9C}") Keys to Financial Success [Services](https://generatingfinancialfreedom.com/services) [![download](https://generatingfinancialfreedom.com/hubfs/download.png "download")](https://brokercheck.finra.org/) 4 Executive Park Dr. Clifton Park, NY 12065 917-979-4560 [JPreville@HallidayFinancial.com](mailto:JPreville@HallidayFinancial.com)  Securities-related transactions are managed by Halliday Financial’s subsidiary, Halliday Financial, LLC., Member [FINRA](http://www.finra.org/) and [SIPC](https://www.sipc.org/). The Company only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. **Legal Disclosures: [https://www.hallidayfinancial.com/legal-disclosures/](https://www.hallidayfinancial.com/legal-disclosures/) **