Now more than ever we have seen that the future can be uncertain, and the markets can overreact. That's why it is important to have a thoughtful plan for the long term

Creating a financial plan (can be boring) but helps you see the big picture and set long and short-term life goals.

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When you have a financial plan, it's easier to make financial decisions and stay on track to meet your goals. 

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Mora Financial Wellness uses technology that allows us to perform "Scenario analysis." We can simulate recessions, and show you the impact on your short and long term goals