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Seven Areas of Financial Life Thumbnail

Seven Areas of Financial Life

Tax Protection Wealth Lifestyle Retirement

Most people’s financial life consists of seven areas of planning – cash/debt management, education planning, estate planning, investment planning, insurance/risk management, retirement planning, and tax management.  It's interesting to note the process of investment planning or portfolio management only represents one-seventh of overall financial planning yet so many of us are focused mainly on that.  See my below images which highlight how I can help: