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PART 1 PLANNING YOUR PERSONAL FINANCES CHAPTER 1 Personal Financial Planning: An Introduction CHAPTER 2 Money Management Strategy: Financial Statements and Budgeting CHAPTER 3 Planning Your Tax Strategy
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Financial planning is the process of setting financial goals, creating a plan to achieve them, and monitoring progress towards those goals.
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To fill out a financial planning introduction, you will need to gather information about your income, expenses, assets, and liabilities, and then create a plan based on your financial goals.
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The purpose of financial planning is to help individuals and businesses make informed decisions about how to manage their money and achieve their financial goals.
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Information such as income, expenses, assets, liabilities, investment strategies, and financial goals must be reported on a financial planning introduction.
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