FINANCIAL CONSULTATION

What does a Financial Consultant do?

The Financial Pyramid

Financial Planning is an ongoing process

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Benefits of consultation

Purpose of Consultation

Steps for Setting Financial Goals

1. Write your goals and be specific

2. Identify your time-specific goals

Short-Term Goals

Medium-Term Goals

Long-Term Goals

3. Priority

4. Analysis of your Current Financial Situation

5. Set up a plan towards your financial goals

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