A Comprehensive Look at Financial Planning (English)

Dedicating time to financial planning can help you protect the assets you have now and increase your wealth in the future. This 5-page program - with an optional quiz to ensure understanding - covers the basic elements of financial planning, including:

• Examining Your Current Financial Situation and Setting Goals
• Investing
• Tax Planning
• Insurance and Estate Planning
• Choosing a Financial Advisor

Click on the image below to get started!