The first step of the financial planning process is finished. You have figured out where you are financially by calculating your net worth and summarizing your cash flow. These reports have identified some obvious problems, financial strengths and some action steps to take. So what do you do next? It has been said that a man without a plan is like a ship without a rudder – he will end up somewhere, but probably not where he intended. That brings us to the second step of the financial planning process – the “where you want to go” question – setting […]
-Read MoreFinancial Goals: Are you in the 3%?
- Robert Audet
- 1 Aug 2012
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