You NEED a Financial Plan!

With this weeks topic being the importance of financial plans, I wanted to share with you this study that was done in June of 2016. The Vanguard Alpha Study discusses what is helping investors and why it is crucial to have a financial plan.

Every day, I see people making quick and irrational decisions regarding their investing and financial future. I really wanted to make it a point that there is a huge benefit to having an official financial plan. There are so many more opportunities available to those who have a financial plan in place and it would be silly to not take advantage of those opportunities.

As always, please reach out to me with any questions you may have. I am more than happy to help you build a financial plan that revolves around your values, goals, and smart decision making.