• 858-771-9500
  • CONTACT
  • CLIENT LOGIN
Centura Wealth Advisory
  • Who We Are
    • Careers
  • Who We Help
  • Exponential Value
  • Our Ecosystem
  • Resources
    • Insights
    • Podcast
    • Learn – The Advisor Website
  • Menu Menu
NEWS, TAX PLANNING

Why Financial Planning is Important Now

Happy mountain bike couple outdoors have fun together on a summer afternoon sunset.

“I’ll start financially planning next month” is a phrase that’s muttered too often. 

At Centura Wealth, there are five steps that make clear how financial planning is key to liberating your wealth.

Knowledge

Knowledge is power, and this rings true especially with financial planning. For some, financial jargon is reason enough to avoid financial planning. The fancy words, however, still fail to cover the truth about financial planning. Wealth has many complexities and responsibilities, but a big part of the burden is simply doing right by your family and your values. In short, grow your knowledge.

Time Management

Life is stressful, and some factors are out of your control. But, if you start financially planning, one element can be in control. Time management plays a major role in creating balanced financial planning. 

Statistics show time management is wildly out of control for the general population. Some of these include:

  • “If you spend 10-12 minutes planning your day, you’ll save up to two hours of time that would have otherwise gone to waste
  • The average person has tried and/or uses 13 different methods for managing their time
  • American companies lose roughly $65 billion because their employees are suffering from a lack of sleep” 

Time management and financial planning go hand-in-hand. If you can manage your finances, you can manage your time better and prioritize what matters most. 

Future Goals

The future matters. If you start financial planning now, however, you’ll be set up for success on all levels of your financial wealth plan. This includes savings, retirement planning, charitable giving, and overall security. 

Goals are hard to attain if the planning isn’t present. There is never a better time than now to start financial planning. Feeling overwhelmed with the idea of financial planning? That’s why Centura Wealth Advisory is here. 

At Centura Wealth, our approach is to understand your wealth, identify inefficiencies, design new pathways, then liberate and steward your wealth. We achieve this through our unique and comprehensive process: Uncover, Unlock, Design, Liberate, and Steward. 

Centura Wealth does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

For additional information about Centura, please request our disclosure brochure as set forth on Form ADV using the contact information set forth herein, or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you engage our firm for advisory services.

July 3, 2021
Share this entry
  • Share on Facebook
  • Share on X
  • Share on LinkedIn
  • Share by Mail
  • Link to Instagram
  • Link to Youtube
https://centurawealth.com/wp-content/uploads/2024/08/iStock-959028830-scaled.jpg 1708 2560 centurawealth https://centurawealth.com/wp-content/uploads/2024/07/Centura-Logo-Grey.png centurawealth2021-07-03 18:15:002025-04-08 16:16:35Why Financial Planning is Important Now

SEARCH

INSIGHTS

  • Annual review, business, customer review. Action plan, review evaluation time for review inspection assessment auditing. Learning, improvement, planning and development. End of year business concept.
    Market Month in Review – April 2025
  • Close up of businessman using digital tablet with calendar planner and organizer to plan and reminder daily appointment, meeting agenda, schedule, timetable, and management, event planning
    Q1 2025 Market Wrap: You get a tariff. You get a tariff. Everybody gets a tariff!
  • Long-Term Investing: Why Market Timing Fails and Diversification Wins
  • Ep. 107 Navigating Post-Election Exemption Planning

Connect with us

  • Facebook
  • Instagram
  • LinkedIn
  • YouTube

CONNECT WITH US

  • Link to Facebook
  • Link to X
  • Link to LinkedIn
  • Link to Instagram
  • Link to Youtube

HEADQUARTERS
12255 El Camino Real, Ste 125
San Diego, CA 92130
GET DIRECTIONS
858-771-9500

Our planning fee pricing for income tax planning services is determined using a standardized matrix based on Net Worth, Income, and Meeting Frequency. This base planning fee price may be adjusted to account for increased complexity or the occurrence of a future income event. To project tax savings, we analyze prior year tax returns to determine their past tax liability to project out the following year’s tax liability. Based on facts collected and confirmed by the client, we then identify and evaluate applicable tax strategies and the estimated annual tax savings they would produce if implemented. The estimated annual tax savings are then divided by the annual engagement price proposed to/agreed to by the client to determine the multiple on estimated annual tax savings generated as it relates to the planning fees paid. Please note, these initial projections are preliminary and based on our current understanding of the client’s situation. Outcomes may vary based on client’s decisions or chosen course of action regarding the implementation of recommended strategies, their specific goals, and risk tolerance.

Legal | Privacy Policy | Careers | Disclosures | Form CRS

© 2025 Centura Wealth Advisory. The Centura Wealth Advisory logo is a trademark.

CCG Wealth Management LLC (“Centura”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Centura and its representatives are properly licensed or exempt from licensure. For more information click here

A Brief History of the Estate Tax and Potential Implications for the Upcoming...Estate planning sign on a wooden pier with tall buildings in the backgroundCanicross exercises. Man runs with his beagle dog at sunny morningLegislative Risk: What do you need to do to prepare?
Scroll to top