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Financial Planning

What is financial planning?

It is a step-by-step process to meet your defined financial goals. A financial plan acts as a guide as you go through life’s journey. Essentially, it helps you be in control of your income, expenses, and investments such that you can manage your money and achieve your goals.

Why is financial planning important?

It provides direction to your goals or dreams. Financial planning helps you set goals better in terms of why you need to achieve these goals and how they impact other aspects of your life and finances. Planning encourages you to manage inflation

The financial planning process

  • Step One: Know Where You Stand. The first step to creating your financial plan is to understand your current financial situation.
  • Step Two: Set Your Goals.
  • Step Three: Plan for the Future.
  • Step Four: Managing Money.
  • Step Five: Review Your Plan.