HOW AMERICANS FEEL
20%
65%
82%
28%
34%
65%
54%
26%
Of Americans report at least thinking about long-term financial planning 1
Of Americans surveyed in Charles Schwab’s 2023 Modern Wealth Survey said they do not have a formal financial plan
Of people with a written financial plan say they feel financially stable, while only 40% of those without a plan feel the same level of comfort
Think about planning, but don’t actually have any sort of detailed financial plan
Have written plan, either on paper or digitally, with a strategy of how to attack at least some of their goals 1
Of those who plan felt "very confident" they would reach their
Have a plan, but haven’t taken the time to write it down
Don’t have a financial plan of any kind
financial goals, compared with only 18% of non-planners 2
1 January 2022 Hearts & Wallets -THE POWER OF PLANNING 2 2023 Schwab Modern Wealth Survey.
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