Financial Planning

What is Financial Planning?

Financial planning is a step-by-step approach to meet one’s life goals. A financial plan acts as a guide as you go through life’s journey. Essentially, it helps you be in control of your income, expenses and investments to help you manage your money and achieve your goals.


What are the potential benefits of financial planning? It helps you to:

  1. Increase Your Savings
  2. Enjoy a Better Standard of Living
  3. Be Prepared for Emergencies
  4. Attain Peace of Mind

The importance of Financial Planning is more than just saving and investing, It’s about helping you achieve your future financial goals, such as planning for retirement or saving for your children’s education.



Consider These Statistics:

Investors with a financial plan grew their assets 110% compared to clients that didn't.1

A comprehensive financial plan increases Americans' level of confidence about managing their money.2 83% of people that set financial goals feel better about their finances after just one year.3

A study by Vanguard estimates the financial value of advisors' help and advice at 3% better net returns for the investor annually.4 Individuals using an advisor are twice as likely to report that they are 'on track' to meet their retirement goals.5



Benjamin Franklin has rightly said, “If you fail to plan, you are planning to fail.”



Do you have a financial plan? Take a moment to connect with an advisor at Ion Investments and feel more educated, confident and in control of your financial future.


1 Fidelity, State of the Wealth Management Industry 2017: The New Value Drivers Presentation

2 CFP Board, Financial Planning Profiles of American Households: The 2013 Household Financial Planning Survey and Index

3 Lincoln Financial Group, Financial Focus: Goals and Reflections of Today’s Consumer

4 Vanguard, Quantifying Advisor's Alpha

5 Voya, Advisor Value, A Voya Retirement Research Institute Study


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