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Personal Finance

What if your Fixed Expenses were on Autopilot?

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

Are Your Finances a Burden?

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

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

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

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

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

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

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

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

Medicare Supplement: Switching Isn’t Easy

Paul Schnitman

Did You Know You May Not Be Able To Easily Switch Your Medicare Supplement? I am not a Medicare Supplement expert, but I’m well on my way.  Over the years […]

 Personal Finance

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Recent Posts

  • Get Your Affairs in Order
  • What if your Fixed Expenses were on Autopilot?
  • Plan Ahead Spending®
  • Are Your Finances a Burden?
  • How People Manage Their Finances

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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

  • Get Your Affairs in Order
  • What if your Fixed Expenses were on Autopilot?
  • Plan Ahead Spending®

Get in Touch

Address: 200 Sayles Blvd, Abilene, TX 79605
Phone: (325) 672-7212
© 2023 Plan Ahead Financial Management, Inc.

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