the benefits of

FINANCIAL PLANNING Learn more

WHAT IS A FINANCIAL PLANNING?

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WHAT IS FINANCIAL PLANNING?

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A BUDGET

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EMERGENCY SAVINGS

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DEBT PAYOFF PLAN

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INVESTMENT PLANNING

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INSURANCE

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FOR MORE, VISIT CELEBZ NET WORTH

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the benefits of

WHAT IS A FINANCIAL PLANNING?

A financial plan is a personalized document that incorporates your current income, expenses, liquid net worth.

WHAT IS FINANCIAL PLANNING?

Financial planning is the iterative process of creating a financial plan and then actively monitoring and updating it as circumstances in your life change

A BUDGET

Individuals and couples can ensure they live within their means by preparing and following a budget.

EMERGENCY SAVINGS

A good financial plan should include an emergency fund to cover 3 to 6 months of expenses.

DEBT PAYOFF PLAN

Carrying a large balance on your credit cards costs you more than the money you pay in interest.

INVESTMENT PLANNING

A financial plan should provide the foundation for establishing your investment strategy.

INSURANCE

A financial plan should include a discussion of insurance policies important for every individual and couple to consider.

FOR MORE, VISIT CELEBZ NET WORTH

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