Archive for the Roots Of Financial Planning Tag

Part 2: Personal Financial Planning, History, Process and Options

Financial Planning Defined: The devising of a program for the allocation and management of finances and capital through budgeting, investment, etc. In other words, it is the process of meeting your life goals through the proper management of your finances. Financial Planning Trends:  Financial planning has been an emerging profession for about the last 30 years. Prior to… Read More »