| Financial planning is a process that determines how you can best meet your life goals through the proper management of your financial affairs. This process involves gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy or plan that will suggest how you can meet your goals given your current situation and future plans. This big picture approach sets financial planners apart from other advisors who may focus only on a particular area of your financial life. |
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WHAT IS FINANCIAL PLANNING?
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