Acknowledge client’s needs
Financial planning is the process of taking a comprehensive look at your financial situation and building a specific financial plan to reach your goals including taxes, savings and more.
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Provide a long term perspective
Financial planning is the process of taking a comprehensive look at your financial situation and building a specific financial plan to reach your goals including taxes, savings and more.
02
Discuss opportunities
Financial planning is the process of taking a comprehensive look at your financial situation and building a specific financial plan to reach your goals including taxes, savings and more.
03