Financial Planning is a six-step process:
|1.||Gather information about where you are
|2.||Decide where you want to go.
|3.||Identify all the things that stand in your way.|
|4.||Prepare the roadmap, a Personal Financial
|5.||With the roadmap agreed upon, it's time
to hit the road! Put the plan into action and start
working towards your dreams.
|6.||Periodically review the plan, chart your progress, and make any necessary changes.|
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