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LOS ANGELES ADVISORS
WHY FINANCIAL PLANNING MATTERS
PEOPLE WITH A COMPREHENSIVE FINANCIAL PLAN
FEEL MORE CONFIDENT ABOUT THEIR FINANCES
53%
53% OF PEOPLE WITH A COMPREHENSIVE FINANCIAL PLAN ARE VERY CONFIDENT THEY ARE MAKING THE BEST CHOICES ABOUT HOW TO MANAGE THEIR MONEY, SAVINGS, AND INVESTMENTS.
26%
ONLY 26% OF NON-PLANNERS SAY THEY ARE VERY CONFIDENT THEY ARE MAKING GOOD FINANCIAL DECISIONS.
PEOPLE WITH A COMPREHENSIVE FINANCIAL PLAN FEEL MORE PREPARED ABOUT THEIR FINANCES
58% of people with a comprehensive financial plan score in the top quartile of the Financial Preparedness Index scores.
58%
51% of Non-Planners score in the bottom quartile on the Financial Preparedness Index scores.
51%
72% of Comprehensive Planners say they are where they should be or are ahead of the game in their savings for emergencies.
72%
Only 20% of Non-Planners have money saved for emergencies.
20%
70% of Comprehensive Planners are on pace in saving for retirement.
70%
56% of Non-Planners have nothing saved for any savings goal.
56%
AT DOTCH CAPITAL WE ARE
OBJECTIVE.
INDEPENDENT.
COMPREHENSIVE.
NEVER DRIVEN BY COMMISSIONS.
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