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How Do You Personalize Your Financial Plan?
i think the qualitative stuff can actually come out of what we find as acound of the boring black and white data. How do you truly personalize a financial plan for someone that is not thinking in terms of forty year time lines, but i'm' going to be making moves now? I've developed my entire process not using financial planning software. My entire process is built in micro soft ward, micro soptic cell and p d f,. which u no d i vestors can actually create their own plan from scratch with those basic tools.