A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. Financial planning involves a comprehensive review of an individual’s finances to set and achieve financial goals.What are the 6 aspects of financial planning?The financial planning areas include financial management, insurance and risk management, investment planning, retirement planning, tax planning, estate planning and legal aspects.If you approach your financial planning from the standpoint of what your money can do for you — whether that’s buying a house or helping…
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