Financial Planning: An introduction to personal financial planning
Financial planning refers to the work of brainstorming about, researching, and analyzing common financial objectives, opportunities, and risks that individuals and families face. In short, then, financial planning describes the process of planning how to achieve personal financial success and planning how to avoid personal financial failure.
At this web site, I'm going to provide some basic financial planning information, provide an approach to performing financial planning, describe an outline that financial planners can use to write a financial planning document, give answers to frequently asked questions about financial planning, and also provide some links to other free financial planning resources.
Before you jump off onto one of the other pages at this financial planning web site, however, let me note that much of the information at this financial planning web site comes from various books and magazine articles about personal financial planning and accounting software that I've written over the last two decades. Accordingly, I want to thank the publishers for allowing me to reproduce this financial planning information.
Stephen L. Nelson, CPA
financial planning author
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