The 6 Disciplines of Financial Planning

At Hoxton Planning & Management, we believe true financial confidence comes from clarity—clarity that’s built by looking at the full picture, not just one piece of it. That’s why we integrate six core disciplines into financial plans we create.

These disciplines aren’t checkboxes. They’re conversations. They’re strategies. They’re the foundation for a plan that evolves with your life, adapts to your goals, and supports your vision for the future.