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Financial Planning

Business Meeting

Planning for the future means planning for life’s unexpected turns.


A financial plan is a comprehensive evaluation of an individual's current income and future financial state by using current known variables (current net worth, tax liabilities, estate plans and asset allocation) to predict future income, asset values and withdrawal plans. This often includes a budget which organizes an individual's finances and sometimes includes a series of steps or specific goals for spending and saving in the future. This plan allocates future income to various types of expenses. 

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