Client Update

The Power of a Written Financial Plan Plus Six Steps to Investing

In a 1953 longitudinal Yale University study less than three percent of graduates had a written financial plan. In 1973 the three percent with the written plan were worth more in financial terms than the ninety seven percent combined. This is the power of a written financial plan. As part of a financial plan there are six steps to investing:
  • Collect and Evaluate Data
  • Identify Goals and Objectives
  • Understand Investment Risks
  • Build a Diversified Portfolio
  • Implement the Recommendations
  • Monitor Results

INDEX
  • The Power of a Written Financial Plan Plus Six Steps to Investing
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