How to Create a Basic Financial Plan

Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to create a plan is much easier than you may think. Even if you plan on hiring a professional financial planner down the road, creating a rudimentary plan can go a long way towards sharpening your goals, making your meeting with a financial planner much more useful when it does occur.

If you’re not sure where to start, follow these easy 7 steps.

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How to Find the Right Financial Advisor

If you’re ready to start saving towards your financial goals, you may want to consider hiring a financial advisor to guide you through the maze. While robo-advisors are also available to help you with your savings goals, they are best suited for those just starting out or for those with limited funds to invest. Robo-advisors do not work with you in developing a financial plan to meet your short and long term goals.

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