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Becoming a successful  investor  dosen`t  happen by Magic – It happens by setting goals and working to achieve them.Financial Planning is the process of meeting life goals through proper management of finances. Life goals can include buying a home, saving for your child`s education or planning for retirement. 


Financial planning provides direction and meaning to financial decisions. It allows the client to understand how each financial decision they make affects other areas of their finances.

For eg. Buying a particular investment product might help them pay of their mortgage faster or it might delay the retirement significantly. By viewing each financial decision as part of the whole the client can consider its short and long term effects on their life goals. The client can also adopt more easily to life changes and feel more secure that their goals are on track .

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