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What is financial planning?
Financial planning helps you understand where you are today and create a roadmap to get you where you want to be.
Planning is personalized to you—whether you’re saving for a single goal, like retirement, or need comprehensive planning and wealth management.
> Discover your goals
> Consider all aspects of your financial life
> Identify action steps
> Create an investment strategy tailored to your goals
Why is financial planning important?
Financial planning helps you:
> Â Â Take control of your future
>Â Â Â Â Feel more confident about reaching your financial goals
> Â Â Save for milestones like college and retirement
> Â Â Build an investment portfolio tailored to your goals
> Â Â Know where you want to go and how to stay on track
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