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Author: Paul Schnitman

What if your Fixed Expenses were on Autopilot?

July 13, 2020 Paul Schnitman

What if your Fixed Expenses were on Auto Pilot? Wouldn’t it be incredible if you did not have to worry about your fixed expenses, and you were confident there was […]

 Personal Finance

Plan Ahead Spending®

March 17, 2020January 4, 2021 Paul Schnitman

Plan Ahead Spending® Update: We received notice from the US Patent and Trademark Office on 09/08/2020 that our trademark has been officially registered! We have filed an application to register […]

 Retirement

Are Your Finances a Burden?

January 3, 2020January 3, 2020 Paul Schnitman

Are Your Finances a Burden? The answer is “yes” for many people. Finances can cause considerable stress on marriages and relationships. I volunteered one day a month for six years […]

 Personal Finance

How People Manage Their Finances

November 27, 2019January 3, 2020 Paul Schnitman

How People Manage Their Finances I have helped people manage their finances for almost 30 years, and here is what I have learned: Very few people keep a checkbook register […]

 Personal Finance

Controlled Spending = Less Stress

August 6, 2019August 6, 2019 Paul Schnitman

Control Spending and have a Less Stressful Life If you are like most people, you have no idea of how much you are spending each month. We have a great […]

 Personal Finance

How to Stop Spending So Much

July 8, 2019July 8, 2019 Paul Schnitman

How to Stop Spending So Much I just did a search for “how to stop spending so much“, and was amazed at how many results came up.  There are lots […]

 Personal Finance

Required Minimum Distribution to Charity

June 4, 2019June 4, 2019 Paul Schnitman

Give Your Required Minimum Distribution to your Church or Charity If you claim the Standard Deduction and you give money to your church or a charity, consider giving your “Required […]

 Personal Finance

Have a Plan to Pay Off Credit Cards & Other Debt

April 12, 2019April 12, 2019 Paul Schnitman

Plan to Pay Off Credit Cards and Other Debt I’m always amazed at how many people are willing to pay 25-30% interest on their credit cards. I suppose the reason […]

 Personal Finance

Health Care Solution For Our Broken System

September 13, 2018September 13, 2018 Paul Schnitman

Solutions For Our Health Care System Health insurance premiums are ridiculously high, and there is a reason for this…..there are way too many people employed by insurance companies to review […]

 Personal Finance

How to Control Spending

March 19, 2018March 19, 2018 Paul Schnitman

One Reason People Cannot Control Spending The younger generation (younger than 40 years old) use debit cards for everything, even paying for just a pack of gum at a convenience […]

 Personal Finance

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  • What if your Fixed Expenses were on Autopilot?
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  • How People Manage Their Finances
  • Controlled Spending = Less Stress

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About Us

Plan Ahead Financial Management, Inc. (formerly Plan Ahead, Inc.) is a fee-only Registered Investment Advisor based in Abilene, Texas which provides discretionary asset management for its clients as well as unique cash flow management services. We built our firm to help our clients manage their finances in such a way as to build and preserve wealth. We are very passionate about helping people get their finances in good shape, save money, and formulate plans to reach their goals.

We pride ourselves on being willing to think outside the box by searching for investments beyond just stocks and bonds, such as rental properties and options. Our technology solutions set us apart from most advisors. We are capable of operating our business anywhere in the world as long as we have an internet connection.

Latest News

  • What if your Fixed Expenses were on Autopilot?
  • Plan Ahead Spending®
  • Are Your Finances a Burden?

Get in Touch

Address: 400 Pine St. Ste 1050, Abilene, TX 79601
Phone: (325) 672-7212
© 2021 Plan Ahead Financial Management, Inc.

Plan Ahead Financial Management Inc. is registered in the state of Texas as a “Registered Investment Advisor”