Do this one thing now to feel more confident about your financial future

Everyone has things they‘d like, but one thing separates those who get them from those who don‘t: a financial plan.

PNC Investments surveyed its customers to see if they wanted to create a financial plan, says Rich Ramassini, a certified financial planner and senior vice president at PNC Investments.

The ones who did had two caveats.

They didn‘t want to it to take a lot of time. And, they didn‘t want to have to share a lot of personal information.