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300 Union Blvd00 Lakewood28 Personal Financial Plan For Sample Clients January 1, 2022Prepared by Derick Harris Investment Advisor Representative****WORKING DRAFT ONLY**** Important Disclosures This

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How to fill out personal financial plan for

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Gather all financial information including income, expenses, assets, and debts.

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Set financial goals such as saving for retirement, buying a house, or starting a business.

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Anyone looking to improve their financial situation and achieve financial goals.

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Families who want to create a plan for their financial future and provide for their children.

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What is personal financial plan for?

Personal financial plan is for individuals to set their financial goals, create a budget, and track their progress towards achieving those goals.

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Individuals who want to take control of their financial future and achieve their financial goals are encouraged to create a personal financial plan.

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To fill out a personal financial plan, individuals can start by listing their income, expenses, assets, and liabilities. Then, they can set specific financial goals and create a plan to achieve them.

What is the purpose of personal financial plan for?

The purpose of a personal financial plan is to help individuals reach their financial goals, whether it be saving for retirement, buying a house, or paying off debt.

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The information that must be reported on a personal financial plan includes income sources, expenses, assets (such as savings accounts and investments), and liabilities (such as loans and credit card debt).

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