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Why A Financial Plan Is Important To You

We have begun the process of reopening our economy after a disastrous few months that has tested us physically, emotionally, and financially. Many have realized that they were caught unprepared for such a monumental shift in their financial lives. Do I have enough in emergency funds in case I lose my job? Am I too heavily invested in the markets? Am I prepared in the event that a family member becomes sick or worse? These are all questions that you may have had in the past but become top of mind in a crisis situation. Having a financial plan in place allows one to envision some of these risks and put in place the resources to help mitigate them as they arise.

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