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Financial planning has been proven to improve financial well-being. Here’s why you need a financial plan:
Save more
Households with financial plans are 2.5x more likely to save enough for retirement.
Feel better
Individuals with financial plans feel 83% better about their finances after just one year.
Improve decisions
Households with financial plans make better financial decisions with confidence.
Better relationships
Individuals with a financial plan have a better relationship with themselves and others.
Reach goals
Households with financial plans set and reach meaningful goals.
Increase productivity
Individuals with financial plans are more productive while at work.