What is the Financial Planning
An Introduction to Financial Planning Services The old saying, “If you fail to plan, you plan to fail,” is a philosophy with many applications. And personal finance is one arena that certainly requires a proactive strategy to ensure success. Financial planning takes into account myriad factors including taxes, saving and investing. A financial planner is a professional who helps people to create a plan for their financial future. To find one to help you, use SmartAsset’s free financial advisor matching service . What Is Financial Planning? Financial planning is the practice of putting together a plan for your future, specifically around how you will manage your finances and prepare for all of the potential costs and issues that may arise. The process involves evaluating your current financial situation, identifying your goals and then developing and implementing relevant recommendations. Financial planning is holistic and broad, and it can encompass a variety of services, which we...

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