Financial planning involves using financial institutions or specialists to gather information in the evaluating step, followed by developing and reviewing financial goals.
Using the services of financial institutions or financial specialists such as insurance agents, certified financial planners, or investment advisers to seek relevant information is done in the step of evaluating in the financial planning process. During this step, individuals gather information to assess their current financial situation and potential goals.
After brainstorming a wishlist of goals, the next step is to develop specific financial goals. Following this, individuals review and revise their financial plan periodically to ensure it aligns with their current financial position and future aspirations.
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