“Do-It-Yourself” Financial Planning: DANGER #1

Lower levels of basically everything we desire financially. 

Countless independent studies have been done comparing people with written financial goal plans and those without. The findings are conclusive and eye-popping:

• Higher levels of peace-of-mind are achieved.

• Goals are reached at higher rates.

• Smarter decisions are made.

• Mistakes are greatly reduced.

• Areas for improvement are identified.

• Confidence is increased.

• Risks to our family and lifestyle are identified.

• Being accountable to something and someone yields progress.

In theory, we “could” do a plan ourselves. But, will we? The overwhelming odds are….no.