Top 10 Reasons Why You Need a Financial Plan

By: Oxana Saunders

mazeMany people believe that a comprehensive financial plan only makes sense for the “super wealthy,” but this is a misconception. Financial planning can help people at all income levels and in all age groups.

A good plan shows how all aspects of personal finance affect one another, helps set up short, medium and long-term goals, and provides specific actions to achieve them. Whether you want to have a comfortable retirement, pay for college education, buy a house, or give to charity, a comprehensive financial plan makes it easier to achieve your goals.

Below is a link to a article that explores many reasons why it is so important to have a financial plan in place. Please contact us for a free consultation to help you plan your financial future. 10 Reasons Why Financial Plans Aren’t Just for the 1%.


Oxana Saunders Vice President Path FinancialOxana Saunders is the Vice President of Path Financial, LLC. She may be reached at 941.894.2571 or

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