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Goal Planning

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Goal planning is a crucial aspect of financial planning, as it helps individuals and organizations to identify their financial objectives and create a roadmap to achieve them. Here are some steps to follow when setting financial goals:

Identify your financial goals: Start by identifying your financial goals, such as saving for retirement, paying off debt, buying a home, or funding a child's education. It is important to make your goals specific, measurable, and achievable. 


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