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Benefits of financial planning

Clients and prospects regularly share with me the benefits of financial planning as they see them. I thought you might like to see a list of the benefits of financial planning from their perspective:

  • Prevent financial crisis
  • Reduce impact of financial crisis when one hits
  • Lessen the un-certainty
  • More confidence
  • Huge increase in peace of mind
  • Reduce taxes by allocation income and assets appropriately
  • Make it easier to made decisions
  • Reduce the noise so we can focus on what’s important
  • Maximize assets and income
  • Avoid mistakes
  • Allows us to identify the important things and put money towards those
  • Fully in control of my life
  • Lessen fear
  • Stay on track if things come up
  • Get to our goals faster with more probability of success
  • Sound finances have a positive affect on all areas of our life; poor finances have a negative impact
  • Help us to leverage other people’s money
  • Takes anxiety and stress away

Pretty impressive list. Thank you to all my wonderful clients for seeing the benefits in what I do. I’m honored to serve you.

Steve Juetten, CFP®


Want to start on building your own personal financial plan so you can feel and see some of these benefits.? There is still time to sign-up for my free webinar on Tuesday February 15 at 5:00 p.m. PST “How to Achieve Financial Independence Using the Smart Money Rules System.” This free 60 minute webinar is my most popular free learning opportunity because it’s loaded with helpful ideas, tactics and information you can take now to move along your road to financial independence. Click here to receive a free gift of my eBook “Where to Stash Your Cash” when you sign up for this webinar.

p.s. When you sign up for this webinar, I’ll also send you the new eBook that I’ve co-written with Michelle Mattson-Hamilton titled “10 Tips on Saving for Your Kids’ College Costs.”