Basics of a financial plan: What it is & getting started
Let's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan.
1. Identify where you are.
2. Define financial success so you can outline your goals.
3. Uncover some events that might move you further away from your goals.
Learn more about what makes up a solid financial plan and the process for creating your own.
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People often talk about financial plans when discussing their money and savings goals. But exactly what is a financial plan?