Does your financial advisor help you invest & nothing else? Here's why that's a problem

The financial plan is the mechanism through which you not only gain a clearer sense of the path you’re heading down with six key pillars: cash flow, taxes, saving & investing, debt, insurance, and trust & estate planning. With a sense of your path and assumptions around a range of future returns, your plan can give you the confidence you need when markets are compelling you to make emotional decisions to sell your stocks at the wrong time.