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Council Meeting: 12/11/2018 Agenda: Unfinished Business Item #: 10. c.CITY OF KIRKLANDDepartment of Finance & Administration 123 Fifth Avenue, Kirkland, WA 98033 425.587.3100 www.kirklandwa.govMEMORANDUM

How to fill out tom mikesell financial planning

How to fill out tom mikesell financial planning

1. To fill out Tom Mikesell Financial Planning, follow these steps:
2. Start by gathering all your financial documents, such as bank statements, pay stubs, tax returns, and investment statements.
3. Make a list of your financial goals and priorities, such as saving for retirement, buying a house, or paying off debts.
4. Analyze your current financial situation, including your income, expenses, assets, and liabilities.
5. Determine your risk tolerance and investment preferences.
6. Use the provided forms or templates to input the necessary information for each section, such as income, expenses, assets, and liabilities.
7. Seek professional advice if needed, especially for complex financial matters or investment strategies.
8. Review and adjust your financial plan periodically as your circumstances and goals change.
9. Keep a copy of your completed Tom Mikesell Financial Planning for future reference.

Who needs tom mikesell financial planning?

1. Anyone who wants to achieve financial stability and plan for their future can benefit from Tom Mikesell Financial Planning.
2. It is particularly helpful for individuals or families who want to set clear financial goals, create a budget, manage debt, save for retirement, or invest wisely.
3. Whether you are just starting your career, preparing for retirement, or going through major life changes like marriage or divorce, Tom Mikesell Financial Planning can provide valuable guidance and strategies.

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