Personal
A financial plan is a roadmap that helps you achieve your goals. Financial planning can be done on your own or with a professional.

What is financial planning?

Financial planning is an ongoing process that can reduce your stress about money, support your current needs and help you build a nest egg for your long-term goals, like retirement.

Creating a financial plan is important because it allows you to make the most of your assets, helps ensure you meet your future goals and gives you the confidence to weather any bumps along the way.

You can make a financial plan yourself or get help from a financial planning professional. Online services like robo-advisors have also made getting assistance with financial planning more affordable and accessible than ever.

 

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