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Key elements to creating a financial plan

Key elements to creating a financial plan
Posted at 1:59 PM, Oct 09, 2019
and last updated 2019-10-09 13:59:42-04

RICHMOND, Va. – People who write down their goals have a much greater chance of reaching them, yet studies show that the majority of people do not commit their goals to paper. Enjoying a successful retirement is no different; you are much more likely to have success if you have a written plan. Certified financial planner Jeremy Shipp is here to talk to us about why and how to create a financial plan. For more information, search ‘financial advisors’ at www.brokercheck.com.