Financial Planning is a life–long process that assists you and your family in taking control of your financial future. By setting financial goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving your results is greatly increased.
Many people believe that financial planning is only for a small number of wealthy families. This is not true. All households need to manage their financial resources carefully. It is always a matter of discipline!
The purpose of a financial plan is to create a solid financial plan, which helps you not only with today’s problems, but also solves future needs to meet all of your personal financial goals.
A true financial plan always follows this process:
- Gather financial information
- Identify and prioritize personal financial objectives
- Process/analyze financial information
- Create a financial plan with realistic solutions
- Make a checklist of actions to implement your financial plan
- Follow up and make sure the plan is implemented
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