The Perfectionists — (Comprehensive Planners) 19% of Americans
These consumers know the exact route to their financial goals, whether they drew the map themselves or sought professional planning guidance. Not only do they have a household budget, which includes retirement savings and insurance, but they work toward specific savings goals.
- Two-thirds use a Certified Financial Planner or registered investment adviser for planning assistance.
- 88% have a specific plan for retirement.
- 80% have a plan for emergency savings.
- More than half have a household income greater than $100,000.
Uncle8888 is one of The Perfectionists!
Should also include specific investment goals.
Read? 4 Money Mindsets: Which Is Yours?