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Financial Planning Process
A financial plan is your roadmap to financial success. As the Chinese proverb says, if you don't know where you are going, any road will take you there.
A financial plan begins with an inventory of your resources, set goals and objectives and develops strategies to achieve those goals. Proper portfolio and product selection followed by regular reviews complete the process.
Financial Planning Time Horizons
There are three major stages to financial planning - creating and accumulating wealth during your working years, conserving it for your retirement years, and then distributing it to your heirs and estate
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