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Financial planning is the process of pursuing 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.
Financial planning provides direction and meaning to your financial decisions. It allows you to understand how each financial decision you make affects other areas of your finances. By viewing each financial decision as part of a whole, you can consider its short and long-term effects on your life goals. You can also adapt more easily to life changes and potentially feel more secure that your goals are on track.
You may decide to seek help from a professional financial planner if:
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