Financial planning is the process of formulating a strategy to achieve one’s financial goals and objectives. It involves assessing an individual’s or organization’s current financial situation, identifying desired future outcomes, and developing a comprehensive plan that outlines steps to reach those outcomes. This includes budgeting, saving, investing, managing debts, and ensuring adequate insurance coverage, along with retirement and estate planning. Financial planning aims to help individuals and businesses maximize their financial resources, manage risks, and make informed decisions regarding their money to secure financial stability and attain long-term objectives. Effective financial planning incorporates forecasting future revenue and expenses, balancing financial risks, and adapting strategies over time in response to changing needs and circumstances.
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