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Financial planning is about achieving your hopes and dreams: a comfortable retirement, paying for your children's education, buying a home, providing for loved ones, charitable pursuits, and so on. Think long and hard about what you want to accomplish in life and how your finances might play a role. This part of the process also involves a rigorous self-assessment of your personality and tolerance for putting your finances at risk. And, because specific goals are usually tied to a certain point in the future, this step will also help establish your time horizons.
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