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GOBankingRates reached out to financial experts about how to create a financial plan and many of them referenced the six steps in the financial planning process, according to the Certified Financial ...

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A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Many financial planners also provide investment management. Many, or all, of the products ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...