Financial Planning in Virginia, What is it?

by | Aug 30, 2022 | Fiduciary Financial Advisor | 0 comments

Financial planning plays a vital role in helping people determine if they will be able to meet their outlines and goals in their path to financial success. Many people today live complex financial lives and they often struggle to plan for their financial future. If you live in Virginia or anywhere else for that matter and struggle with financial planning, here are some questions you must consider asking yourself: NORTHEN VIRGINIA MAGAZINE TOP FINANCIAL PROFESSIONALS

  • Is there a way I can save money on taxes?
  • Will I have the means to buy a house?
  • Should I make investments? If yes, which types?
  • How much money will I need for insurance?
  • How much should my retirement saving be?

In most cases, people don’t have the time for answering these questions and managing their financial needs. The people of Virginia, in particular, are quite busy and they rarely get the time for financial planning.


Financial Planning in Virginia – It’s not Easy to Do it by Yourself

Financial planning in Virginia involves a variety of things like behavior, personality, goals, efforts, money and more. It would be fair to say that it is a long-term activity that often extends to years, if not decades. While many people try to do their best when it comes to financial planning, they often run into some issues like the following:

  • Investments underperforming
  • Unforeseen financial burden
  • Management of expenses and income
  • Losing source of income unexpectedly

Why is Behavior a Major Financial Planning Pitfall

Believe it or not, the way people behave towards their finances is a vital aspect of effective financial planning. Emotional, cognitive and social factors play a critical role in every financial decision. In some cases, the way people behave isn’t the most financially feasible and could dent their savings.

What is the Solution

You may be overwhelmed with the work you need to do to manage your finances for the future. Balancing your work life is already challenging to begin with and adding financial planning to the mix only makes things more complicated. This is where Manna Wealth Management may be able to help. Why? Because they can organize your portfolio and set up joint holders, nominations and a variety of other financial and banking steps to make your financial life potentially easier.

We can also assist with estate planning in coordination with your other professional advisers, attorney, accountant, tax adviser* with a goal of making sure that your documentation is accurate and most importantly, complete.

Are you looking for a comprehensive wealth management solution? If so, we at Manna Wealth Management can help. We can create detailed financial plans and help clients with financial planning in Virginia, making sure their future is financially secure.

Financial Planning in Virginia, What is it?


*B. Riley Wealth Management is not engaged in rendering legal, accounting or tax-preparation services. Specific questions as they relate to your situation should be directed to your legal and tax advisers.

Disclaimer: The information and opinions expressed herein have been obtained from sources believed to be reliable but are not guaranteed for accuracy or completeness; are for information/educational purposes only; do not constitute a solicitation or recommendation for the purchase or sale of any security; are not unbiased/impartial; subject to change; may be from third parties. Opinions expressed are those of the Author and do not necessarily reflect those of B. Riley Wealth Management or its affiliates. Investment factors are not fully addressed herein. For important disclosure information, please visit

David Kassir

Managing Director | Manna Wealth Management
Miami Beach, Florida

Manna Wealth Management is revolutionizing the financial advisory industry by providing specialized advice to help individuals and families make smart investments for their future. For over 27 years, we’ve been helping our clients create meaningful wealth through a thoughtful and custom-tailored approach. Our mission is to unlock the potential of each individual client by offering a comprehensive range of services designed to meet their specific needs. With David Kassir as the driving force behind Manna Wealth Management, we strive to build lasting relationships with our clients.