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Understanding Financial Planning

FINANCIAL PLANNING is the process of determining whether and how an individual can meet life goals through the proper management of financial resources. Financial planning integrates the financial planning process with the financial planning subject areas.

  1. DEFINE YOUR GOALS & OBJECTIVES
  2. GATHER INFORMATION
  3. ANALYZE GOALS VERSUS INFORMATION
  4. REVIEW PRESENTED RECOMMENDATIONS
  5. IMPLEMENT
  6. MONITOR & REVISE WHEN NECESSARY

FINANCIAL PLANNING Steps to Consider:

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EducatiNG YOURSELF