Importance of Financial Planning: Understand the Process & Steps

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Make Yourself Aware of What Financial Planning is?

Financial Planning Definition

Why is Financial Planning Important?

Financial Planning Objectives

Benefits of Financial Planning

Boost Your Savings

Better Standard of Living

Preparing for Emergencies

Steps of the Financial Planning Process

1. Understanding the Current Financial Situation

2. Chalking out a Financial Goal

3. Considering Different Investment Options

4. Making a Sound Financial Plan

5. Monitoring a Financial Plan Regularly

Short-term Financial Plan

Long-term Financial Plan

Frequently Asked Questions

✓ Are tax issues addressed in a financial plan?

✓ Is financial planning similar to asset management?

✓ What are the factors considered in a financial plan?

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