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Chapter 1. Financial Planning: An Overview > The Financial Planning Process

The Financial Planning Process

Like a holistic approach to personal health, the process of providing financial fitness involves four basic steps. If you have the time, objectivity and expertise in investments, taxation, insurance, and estate planning, you can complete this four-step process on your own. However, most people find it helpful to seek the aid of various professionals to derive the most benefit from this comprehensive process.

Let’s review the four-step action process:


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