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What is Life Planning and how does it work?

Every person has financial goals and objectives. Sometimes it is difficult to priorities which aspects are most important. The term life planning comes from the United States and refers to the concept of holistic financial planning. This is where the clients overall financial situation and objectives are taken into account as opposed to just one aspect. The aim is to get an in depth perspective of the needs from a clients perspective. Continue reading

Posted in Retirement | Tagged business, finance, financial advice, financial planning, holistic financial planning, home, investments, life planning, lifestyle, moeny, pensions, Retirement | Leave a comment