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What Is a Financial Plan?

If a client’s bucket list involved a trip abroad, you likely wouldn’t advise them to head to the airport without any plans. They’d chance getting the right flight at the best fare, packing proper clothing for the weather and having a safe, clean bed awaiting them on arrival. While there are a few intrepid souls who would dash across the ocean without a care, the majority of people understand that the ultimate trip involves planning. 

Many people also dream of a living a great retirement, helping their children achieve their educational goals or building a successful business. Just as a someone might seek a travel specialist before setting out abroad, they may also hire a financial advisor to craft a road map to meet their personal goals. Your goal as their advisor is to clarify their goals, create a timeline, reduce risks and, ultimately, bring your clients to the finish line.

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