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The Financial Planning Process: A six-step guide to effective financial management.

Diagram illustrating the six-step financial planning process, including determining current financial situation, developing financial goals, identifying alternative courses of action, evaluating alternatives, creating and implementing a financial action plan, and reviewing and revising the financial plan.

Diagram illustrating the six-step financial planning process, including determining current financial situation, developing financial goals, identifying alternative courses of action, evaluating alternatives, creating and implementing a financial action plan, and reviewing and revising the financial plan.

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