(865) 357-7370 kim@sdp-planning.com
Am I on the right track?

Am I on the right track?

We’ve all heard the old saying, “If you don’t know where you’re going, any road will take you there!”  So it is with financial planning.   If we don’t have the end in mind, then how will we know if we are on the right track?  That’s why we begin by asking so many...
What is a financial plan?

What is a financial plan?

A financial plan is the outcome of blending your needs wants, ideals, values, and dreams into a comprehensive product that outlines what needs to be done, what steps should be taken while considering what assets you have and are accumulating and how to best deploy...
What does “Safe” mean?

What does “Safe” mean?

In the context of investing, “safe” has relative meaning depending on many factors.  Primarily, “safe” means what is “safe” to you in your circumstances.   Some factors to consider in determining safety/risk are:   purpose for which the dollars are invested, your age,...
What is a fiduciary?

What is a fiduciary?

In the simplest terms, a fiduciary is a person who holds your best interest as his or her utmost responsibility.   SDP has operated as fiduciaries for financial planning and for all third party money management we have done since we began our business. With regard to...