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Financial planning
Many people think that financial planning is a once-and-done event that starts with the numbers and ends with investments and pie charts. But that's not what true financial planning is about.
Financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
| What is a personal financial plan? A personal financial plan is tailored to your unique goals and contains actionable information and recommendations to help get you where you want to go. |
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How financial planning makes a difference Having a written financial plan can help you feel more confident and prepared for your future, whether you're nearing retirement or just starting to save. |
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| InvestorOne financial planning: Initial year
What can you expect from the financial planning process? During the first year, you'll go through several steps as you develop your plan and put it into action.
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InvestorOne financial planning: Ongoing years After the first year, you'll continue to work with a financial advisor to track your progress toward your goals, making adjustments to your financial plan along the way. |
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