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Financial Planning 101
- Identify your current financial situation and articulate your goals.
- Plot a course of action to bridge the gap between your present and desired financial state.
Know Your Starting Point
- Many people struggle to understand their current financial situation.
- Getting a handle on your finances is a valuable first step in financial planning.
Flexible Planning
- Plans need to be flexible due to unforeseen circumstances.
- Life rarely follows a straight line, so adapt your financial plan as needed.