Tuesday, July 17th 2018

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What is financial planning?

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24th Nov 2009 by Mark P. Cussen, CFP, CMFC

Financial planning is the process of determining how to best achieve your financial objectives. First you must determine where you currently are financially. Then you must discover your risk tolerance, time horizon and investment and other financial objectives. Then you must map out a plan that is also tax and estate efficient.

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18th Nov 2009 In Financial Planning 1 Answers | 302 Views

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