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Financial planning means different things to different people. Age, income, family status and business situations all play a role in your personal plan, but all financial plans have one thing in common – a process. The process starts with carefully thought out goals and your personal values.
The Certified Financial Planner Board of Standards, Inc. identifies six steps in the planning process:
Code of Ethics and Professional Responsibility - These Principles are general statements expressing the ethical and professional ideals that we employ in our business.