Easy steps to build a Financial Plan
Financial Planning is the process of meeting your life goals through the proper management of yourfinances.
Life goals can include buying a house, saving for your child's higher education or planning for retirement.
The Financial Planning Process consists of steps that help you take a 'bigpicture' look at where you are currently.
Using these steps, you can work out where you are now, what you may need in the future and what you must do to reach your goals.
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