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A financial plan is a way to take all of the money advice you come across and figure out how it applies to your specific financial situation.

People with financial plans are much more likely to feel prepared, even in tumultuous times. They're more likely to feel that their dreams and goals are secure. And, oh yes, they do actually save significantly more.

At LearnVest, we're working to make financial planning both accessible and affordable so that everyone has the opportunity to get on track financially.

I see good personal financial management as setting - and keeping - a budget.

It's OK to have a plan, to invest in your future - for your financial security, your love life, your personal fulfillment, and even your happiness. To have personal happiness as a stated goal doesn't detract from it if you get there.

Smart financial planning - such as budgeting, saving for emergencies, and preparing for retirement - can help households enjoy better lives while weathering financial shocks. Financial education can play a key role in getting to these outcomes.

Financial advice needs to change according to what is happening in the economy.

We're providing planning to a huge audience who's never had access to financial planners before. This was always my plan for LearnVest. It was in my very first pitch deck.