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The first three steps of financial planning are establishing a relationship between the planner and client, gathering information on the client to establish goals, and analyzing the client's financial situation, explains... More »

www.reference.com Business & Finance Financial Planning

Financial planning is the process of identifying goals, objectives and dreams that require a financial investment, and then developing a plan to achieve those goals financially. To create an accurate financial picture fo... More »

www.reference.com Business & Finance Financial Planning

Planning for businesses provides several crucial benefits, such as financial planning, setting goals and objectives, and identifying areas of strength and weaknesses. Business plans help all companies plan for the future... More »

www.reference.com Business & Finance Financial Planning
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In financial terms, a portfolio is a grouping of assets such as cash, stocks, bonds and mutual funds, explains Investopedia. Individual investors either hold and manage their own portfolio or pay a financial professional... More »

www.reference.com Business & Finance Financial Planning

Though exact amounts vary based on the military member's goals and financial situation, many financial advisers recommend that 10 to 15 percent of an individual's salary be saved every year, as stated by CNN Money. If a ... More »

www.reference.com Business & Finance Financial Planning

Waddell & Reed Financial is a financial planning and asset management company founded in 1937 by Chauncey Waddell and Cameron Reed. Starting with only two mutual funds, the company now manages more than 80 funds and $135... More »

www.reference.com Business & Finance Financial Planning

Sun Life Financial provides financial planning services for various life and work situations, according to the company website. Typical products involve plans for financial security, including health and life insurance, ... More »

www.reference.com Business & Finance Financial Planning