Financial Planning is far more than simply investing. It is an ongoing process which formulates a plan of action to get you from where you are financially today, to where you want and/or need to be in the future. Most importantly, it provides guidance in determining what steps or solutions need to be taken now and as time passes, to help you to achieve your personal financial goals and objectives.
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(Source copyright: Financial Planning Standards Council. Republished with expressed written consent)
Like many investors considering working with a financial advisor, you have probably asked: “What will I get for the fee I’m paying?” The simple answer: a professional dedicated to helping you stay focused on your financial plan to help achieve your financial goals.
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