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