Banking, Finance & Insurance Financial Planning

What is financial planning and its steps and features?

65 Views|2 Followers|Posted 9 years ago

Asked by Gurpreet Sagoo

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Sumit Maheshwari | Contributor-Level 8

9 years ago

Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life; it's not just about buying products like a pension or an ISA. The steps: Establish your goals in life – short, medium and long term Work out what assets and liabilit