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Today, I will share with you “Why You Need a Financial Plan?”.  Creating a lifestyle financial plan helps you plan for your financial future by setting long and short-term goals.  With a financial plan, you have a road map to follow and this can help you understand the implications of each financial decision you make.  

Now, everyone is at different phase in their lives and may have different goals, so it’s important to have unique financial plan that works well for your own financial situation. It can give you peace of mind knowing that your financial future looks bright.

Now, some women decide to do this on their own, but some of you may want to find a Certified Financial Planner ™ professional if you:

1)  Want to better manage your money but are not sure where to begin.

2)  Don’t have the time to do this on you own.

3)  Want a professional opinion.

4)  Have an immediate need or life changing event.

Join us each week for the Savvy Minute.  You can find our YouTube channel at SavvyUp.tv.  That’s SavvyUp.tv.  Please subscribe to our channel at SavvyUp.tv. Or give us a call at 760-692-5700, that’s 760-692-5700 and set up a free 30-minute financial planning initial consultation today. And remember to Savvy Up!!

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