You schedule an annual checkup with your doctor, but do you take your finances just as seriously?
Financial Planning Standards Council created the Annual Financial Checkup infographic below to serve as a guide for maintaining your financial plan. Use the Find Your Planner tool to find your nearest Certified Financial Planner® professional and schedule your financial checkup today.
"I don’t know where to start, and I don’t know how much we need,” said a client of Certified Financial Planner® professional Delores Moskal in their initial conversation.
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