5 Step Investment Process

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M.Sc., C.I.A., Certified Financial Planner

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5 Step Investment Process

Financial planning is the process of creating a strategy to manage your financial resources in order to achieve your life goals. It involves assessing your current financial situation, setting specific goals, and creating a plan to reach those goals. Financial planning typically covers several key areas:

  1. Key Steps in Financial Planning:
    • Set Clear Financial Goals: Identify both short-term and long-term goals.
    • Evaluate Your Current Financial Situation: Review your assets, liabilities, income, and expenses.
    • Develop a Plan: Create a plan that outlines the steps needed to meet your financial goals.
    • Implement the Plan: Take actionable steps toward achieving your goals, such as setting up automatic savings.
    • Monitor and Adjust: Review your plan periodically and adjust it based on life changes (e.g., marriage, kids, job changes).
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