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The Financial Planner's Toolkit

The right tools are the ones your clients need you to have


Before we get into the details of what I think is mandatory in a financial planner's tool kit, let's level-set ourselves with what financial planning is all about. Financial planning is the process of making the best use of a person's resources to achieve their life dreams and objectives, through all types of circumstances, economic conditions and the unknown changes that are certain to put up obstacles and roadblocks forever.

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