What is a Financial Plan and what should it cover?
What is a Financial Plan and what should it cover? A Financial Plan: your documented plan to meet short-term needs, with confidence you can achieve your long-term objectives, while managing risk. That’s a bit to unpack but that’s my quick take. Backing up, I suspect most of us are striving for financial security. That security … Continue reading What is a Financial Plan and what should it cover?
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