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As we get older, birthdays mean more than just additional candles on the cake. They also represent financial milestones.

As a financial advisor, we believe that having a financial plan is one of the most important steps you can take towards achieving your financial goals.

A financial plan is a roadmap that helps you identify your financial objectives, assess your current financial situation, and develop a strategy for achieving your goals. Here are some key reasons why having a financial plan is so important: