Every individual has their own set of circumstances and goals. A financial plan helps one gain more insight into what steps one needs to take to achieve their aspirations. After we work with clients to develop a complete workable plan, the next step is putting these steps into action. Using various systems we are able to assist you in making a suitable plan that will put you on track to start saving for your future. A good financial plan is revisited and reviewed to make sure it is still workable.
In a recent study conducted by Northwestern Mutual, it was found that:
- Less than half (40%) have set goals for their financial future and only 20% have developed a written financial plan
- 58% of Americans believe their financial planning needs improvement, and 21% are “not at all confident” they’ll be able to reach their financial goals; but when asked what steps they have taken to plan for their financial futures, 34% said none.