Almost no one knows what to do on a monthly basis to maintain their lifestyle. Most will experience a significant lifestyle decline when they put their kids through school, when they retire, or because of something unexpected.
Your financial plan will give you clear recommendations to optimize your investments, mortgage and insurance. People will wonder how you got so smart.
Just about anyone you can talk to about your money is a commissioned salesperson. As a result, wealthy people tend to get biased advice, and non-wealthy people tend to get nothing at all.
Your plan is not only free, it’s mathematically sound and 100% in your best interest..