Financial Dictionary
Investment Word
Atlantic Financial
Atlantic Financial
Investment Word
Financial Planning
Financial Planning can be described as the process of helping individuals put
together a wealth management plan.
This
plan illustrates the preferred course of action to make the best use of their
financial assets and helping them to achieve specific economic objectives.
Examples of objectives include: adequate funding of a child's college education
expenses, planning for post-retirement needs, retiring of debt, developing a
savings plan, etc.
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