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Financial Planning

Financial Planning is a comprehensive approach to assessing and evaluating your individual financial needs and goals which are used to develop a plan to invest and manage your money. Financial Planning is holistic in that it accounts for your entire financial lifetime, including your family. Of course, you should have completed the 7 items in First Things First before you embark on the bigger picture of a financial plan.

An array of interdependent financial elements affect you, your family, your livelihood and your world, including:

  • Retirement
  • Insurance
  • Investing
  • Estate Planning
  • Taxes
  • Income
  • Family [immediate/greater]

It is important to look at your financial life from a long term perspective. Because your financial needs are different depending on the different stages of your life, planning is vital. Therefore, your financial planning should account for your current status, your goals, and the natural progression of your life.