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Investing Resources

Financial Planners

What is discussed in a financial planner’s meeting?

A financial plan discussion might include such items as your financial goals (both short- and long-term), your net worth (all of your assets/savings/investments minus all of your liabilities/debts), your monthly budget (your income and expenses), a discussion on how comfortable you are with risk (how much you can afford to lose), and an action plan.



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