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Six Steps to Successful Financial Planning

A smart financial plan can make you money and give you peace of mind.  Follow these six steps to successful financial planning:

  1. Select a compatible Certified Financial Planner (CFP) Professional.
  2. Gather your personal financial data and consider your goals.
  3. Analyze and strategize with your CFP professional.
  4. Formulate a plan including a written Investment Policy Statement.
  5. Put your plan into motion.
  6. Monitor your progress and stay on track.

For more information download the Consumer Guide to Financial Planning and call Successful Portfolios today at (727) 744-3614.