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About Financial Planning

What is Financial Planning?

Financial planning Is the long-term process of wisely managing your finances so you can achieve your goals and dreams, whlle at the same time negotiating the financial barriers that inevitably arise in every stage of life. Remember, financial planning ls a process, not a product.

Creating A Sound Financial Plan

  • Step 1 – Establish a professional relationship between financial advisor and client
  • Step 2 – Gather data
  • Step 3 – Analyze & evaluate your financial status
  • Step 4 – Develop a plan
  • Step 5 – Implement the plan
  • Step 6 – Monitor the plan & make necessary adjustments