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Join Todd Sadowski and Tim Holman as they describe the Financial Planning Process. To so many, this is something overwhelming or they don't think it applies to them.  However, in most cases everyone needs to do Financial Planning and go through the Financial Planning Process.

The materials from the cfp.net website were used with permission:  "Financial Planning Basics Copyright C 2002 - 2009, Certified Financial Planner Board of Standards, Inc.  All rights reserved.  Used with permission."