What Is a Financial Plan, and How Can I Make One?

A financial plan is a roadmap that helps you achieve your goals. Financial planning can be done on your own or with a professional.

A financial plan paints a comprehensive picture of your current finances, your financial goals and any strategies you’ve set to achieve those goals. Good financial planning should include details about your cash flow, savings, debt, investments, insurance and any other elements of your financial life. Learn more

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