Tags: Financial plan, Investment, Retirement Plan, Estate plan, Financial planners, Asset, Tax

Why is a financial plan important?

30 July 2020

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Being financially prudent and creating a plan enables you to see the big picture to set realistic goals. When you have a financial plan it is easier to refer to it when you need to make important decisions regarding investment, retirement plans, estate plan, taxes and the allocation of your assets.

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Some people feel compelled to seek the help of a professional financial advisor for various reasons that may include: not having access to trustworthy information, not being sure where to start, not being able to commit enough time to financial planning or lack of experience in such tricky areas as retirement planning, investments, estate plan, taxes, asset allocation and insurance.

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If one or more of the above- mentioned things sound familiar then try finding a financial planner to avoid any potential headache.


The advise of a financial planner is also quite valuable and can save you from volatility you can't bounce back from.


It is known that previous recessions have made people lose their jobs and face problems getting back into the workforce. After a while they are stuck on the sidelines. Their best life thereby ends. If they are taking a huge step, they want it to come with lots of instructions to avoid failure.


Having a success financial planner, and taking his or her advice, is how you can be assured you are on the right track to a more prosperous and fulfilled future.

Retirement Planning is an essential part of your overall financial plan. 

Having a plan for your retirement is an essential part of your general financial plan. The last thing anybody wants when they're in their 70s is working two part time jobs to be able to pay their bills. The first thing you need to know is that the sooner you start saving for your retirement the better. Preferably in your 20s.


That being said if you are in your 30s or 40s and you are only just waking up to the idea of retirement planning do not despair! It is never too late to start. In addition to putting aside some of the money you earn you can maximize your savings by making a few strategic investments.


And keep in mind that due to the unpredictability of the world we live in financial plans do have a tendency to change. But you should have a rough idea at what age you wish to retire and how much money you will need.


You may also want to account for the medical and other emergencies that may occur in the future. So how much to save depends on your individual needs and goals, but the answer to the question where to save your money is pretty straightforward: 401(k) or other workplace retirement plan.


You can also open your own retirement account. If you are already a 401(k) contributor and you want to add to your savings maybe have a look at an IRA. If you're not sure about which way to go it would be good to consult a financial planner before you make your decision.

The Boracchia Wiviott Wealth Partners experience,

through our DIY stock market subscriptions and financial planning masterclass & custom plans are a complete package to manage your personal finance.


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Lea Wiviott Boracchia, Co-Founder, FinancialPlans.Info and InvestingProfits.Pro, both apart of the renowned Boracchia Wiviott Wealth Partners

We are a registered investment advisory focused on accessible wealth planning for everyone. Our mission is to help women, men and people of all ages, races, locations, and anyone plan and secure their most successful future. We were originally established in 2005 by way of 3 firms before my husband Marc and I registered our independent advisory in California.


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