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| Financial planning is the process of meeting
your life goals through the proper management of your finances.
One’s goals can include saving for a major purchase, education
planning or planning for retirement. The financial planning
process consists of several steps that help you take a "snap
shot" of where you are today and what you need to do financially
to accomplish your goals. The process involves gathering relevant
financial information, setting life goals, examining your current
financial status and coming up with a strategy or plan for how
you can meet your goals given your current situation and future
plans. |
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