Having a Financial Plan Benefits Investors and Their Advisors

Let’s start with the obvious benefits:

Having a properly-executed financial plan is like having a 360 degree view of your entire financial situation, in one document.  To put it another way, it’s like having a total body scan except, instead of it being about your physical health, a financial plan concentrates on your financial condition.

It enables you to give serious thought to both your short and long term goals.  ToRead More »