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Introduction to Principles of Financial Planning

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You might be ready to sit down with a professional and make a real financial plan. Here is what is involved.

What you will learn

  • What Is Financial Planning?
  • The Financial Planning Process
  • The Major Areas of Financial Planning

What do you know?

Introduction to Principles of Financial Planning

People who are serious about becoming successful with their money rarely ever achieve success by just earning and spending money. Even those who earn a million dollars a year have been known to fail with their money.

Serious people take matters into their own hands by looking closely at how they use their money. They use a defined process to guide themselves to their goals. Though this may seem dry and unexciting at first glance, it is normally challenging and rewarding (and energizing), and the reward only increases when you find that the goals you once only dreamed about are now within reach. Financial planning should be done with the understanding that you are investing in yourself in order to achieve what you want in life. Seeing rewards roll in can transform even the driest exercise into something fun.

If you don’t know where you are going, how will you know when you have gotten there?