Dollars and Diagrams

The Benefits of Having a Financial Plan


The 3 main reasons people enjoy having a financial plan…

  • Saves Time
  • Reduces Stress
  • Pursue Goals

There is a time commitment to put the plan together.  However, now you have a living document that answers time-consuming questions like:

  1. “What do we do with our bonus?”
  2. “What happens when my RSU’s or ISO’s vest?
  3. “How much should we be saving every month?”

By having a plan, you are wrestling with these questions. Therefore, reducing stress.

By the way, you also have a plan in place to help you pursue your goals. That is a great feeling. In addition, going thru the planning process may have helped you articulate your goals.

Remember, your goals determine your plan. Your plan determines your portfolio.


Information in this material is for general information only and not intended as investment, tax, or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.


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graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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