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WHAT IS FINANCIAL PLANNING?
Financial Planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a home, saving for your child's education, or planning for retirement.
However, financial planning itself is not a product, but a process. It involves financial processes that help you take a “big picture” look at where you stand financially today. Using these financial processes, you can work out where you are now, what you may need in the future and what you must do to reach your goals.
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