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  1. Jan 5, 2024 · Financial planning is an ongoing process that looks at your entire financial situation in order to create strategies for achieving your short- and long-term goals. It can reduce your stress...

  2. Jan 31, 2024 · January 31, 2024. 6 min. Print. What is financial planning? Learn how a financial plan could help you reach your goals. Fidelity Smart Money. Key takeaways. Financial planning involves defining your goals, understanding your financial picture, and taking steps to advance those goals.

  3. Aug 4, 2023 · Financial planning is a practice that helps you track and manage your money with the purpose of reaching your financial goals. Create a strong financial plan by setting goals, tracking cash...

  4. Jun 30, 2022 · Financial planning is the process of looking at the current state of your finances and making a step-by-step plan to get them to where you want them to be. That may mean devising a plan to...

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