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How to Start a Financial Plan, with Tom Gardner and Amanda Kish

Motley Fool Money

Are You Going to Work With a Dual Ar Firm in Financial Planning Decision Making?

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There are a lot of elements of the financial planning process that any one can do, even if they're not experts. If there are extenuating circumstances, one of them owns a business, then you may potentially want to get some more professional help involved. Cost will, of course, play an issue. But i do want a high light that financial planning is not something that has to exclusively be done by a professional.

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