Why have a financial plan

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Certified Financial Planner and Senior Director of Choreo, Michelle Buria, says everybody needs to have a financial plan. “Number one question I always get on this topic is: How much should I have saved in order to retire?” Michelle says this can be answered within a financial plan.

Having financial plan, can help increase your confidence. It goes through your goals, what are you currently doing now, and what do you need to change to meet those goals.

This gives us the opportunity to build healthy money habits.