Savings and Investments

Financial Planners and Investment Advisors

What is discussed in a financial planning 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 (both income from your work and expenses), a discussion on how comfortable you are with risk (how much could you afford to lose), and finally an action plan.


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