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Special Situation Planning

<p style="font-weight: 400;" data-mce-style="font-weight: 400;"><strong>Planning for Special &#38; Unforeseen Circumstances </strong>

Planning for Special & Unforeseen Circumstances

A holistic financial plan should allow room for special situations. Unpleasant, unexpected expenses pop up – but so do happy surprises – and our goal is to help you be prepared. At DKS Financial Strategies, we help you plan for these events so that future expenses don’t hinder your progress and allow you to stay on track to help you meet your long-term goals. By planning for the following circumstances, you can feel more secure in your financial future.

  • Unexpected home repairs
  • Medical expenses
  • Future weddings
  • Vacation homes
  • International travel
  • Fun toys (boat, car, etc.)
  • Care for an aging parent
  • New business ventures