Financial Planning is a roadmap to achieve the financial goals, from where we are today. This is an ongoing Process, as the life and financial situation evolve, plan should adapt to reflect changes. It is a continuous journey towards financial security and achieving Financial Goals.
What is Financial planning?
Financial planning is a process that helps you figure out where you are financially today, where you want to be in the future and then helps you determine the best way to get there. The process begins with an initial in-depth review of your entire current financial situation followed by the creation of a blueprint on how to achieve future goals and objectives.
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6moFantastic. Great job Taylor!