Renee wants to retire with peace of mind knowing that she will be ok financially. According to Schwab’s 2021 modern wealth survey, only 33% of Americans have a written financial plan. The results also showed us that people with financial plans are more likely to make better financial decisions. 54% percent felt “very confident” they would reach their financial goals, compared with only 18% of non-planners.  Enjoy a free financial review meeting so that you can start making your money work for you before and during retirement.