About Planning Bucket, North Carolina

HomeAbout Planning Bucket, North Carolina

Planning Bucket can help you plan for the future.

What is Planning Bucket?

Planning Bucket provides financial information and advice to consumers to help them make smart money decisions.

About Planning Bucket in North Carolina

Individuals with a written financial plan typically have more success in reaching their financial goals. Contrary to popular belief, financial planning is much more than setting a budget and sticking to it. A solid financial plan takes into account where you are right now, where you want to be in the future, and solutions and resources you can rely on to protect your finances and your way of life.

How does Planning Bucket work?

Planning Bucket will introduce you to a licensed financial advisor who can help you assess your current financial needs and achieve your long-term financial goals. Your financial advisor will ask for input on how you want your money to work for you, both now and in the future.

Planning Bucket will also provide educational content, workshops, and financial tools on an on-demand platform.