Financial Plan Quotes

“Create a financial plan to filter the possible distractions in your finances. Without a written plan, a come what may tactic won't let you win.”
― David Angway

“An objective financial mindset promotes a careful and balanced approach to investing, avoiding the emotional biases that can disrupt even the best financial plans. It's a reminder that in finance, as in life, its often prudent to step back, assess the situation calmly, and act based on rational analysis rather than getting swept up in the moment's emotions or trends.”
― Tammy Trenta, Wisdom to Be Wealthy: Accelerate to the Top 1% and Create Generational Wealth Using the Family Office Blueprint