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Why Do I need a Financial Plan?

As Yogi Berra said, “If you don’t know where you’re going, you’ll end up someplace else.” When you understand precisely where you stand financially, you can make informed decisions. When you actually know the numbers in your financial life, you are no longer relying on guesswork or simply hoping things will work out. Taking control of your financial reality can help increase your level of confidence and comfort, resulting in more constructive financial behavior. Ultimately, having a plan puts you in control of your future.

What Does a Financial Plan Entail?

At Benchmark Wealth Management we offer comprehensive financial planning, including the development of your personal financial plan. Depending on your needs, this might focus on one overarching element, or multiple goals you’d like to achieve over time.

Throughout our planning process, our clients come to gain a complete view of their wealth and an understanding of each of these integrated components:

  • Understanding what financial freedom means to them
  • Defining the values that drive their decisions
  • Clarifying their financial goals
  • Prioritizing what is most important to them
  • Planning a lasting legacy

The result is a simple yet powerful roadmap to guide our clients towards financial freedom. Through our multifaceted approach, we focus on providing an effective game plan and advice that can be easily understand and implemented.

To better illustrate what level of detail a plan like ours provides, we’ve developed a sample plan that reflects our process.

Please keep in mind that this only a hypothetical plan presented to illustrate what a client’s plan might resemble should they choose to work with us. The clients and the circumstances referenced are entirely fictional and are for illustrative purposes only. Be sure to seek the advice of a qualified financial planning professional for your particular situation and do not rely on any information contained herein to make personal financial decisions.

After you’ve had the opportunity to review and digest the plan, we’d love to hear from you to discuss how we can create a financial plan tailored specifically for your needs. We can be reached at 860-434-6890, or feel free to email us directly: or

Don’t guess about the future. Shape it.

We treat each client as if they are our only client

It's not just an investment. It's a relationship.