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Getting Started with Financial Planning

Strategic financial planning helps you plan for your short and long-term goals and can help you prioritize your spending and investing to achieve those goals. The overall goal of financial planning is to create an ongoing process that reduces your financial stress, supports your needs, and builds a nest egg for the future. More than setting long-term goals for retirement or short-term goals, such as buying a house, financial planning encompasses a wide range of strategic personal and economic goals including, but not limited to legacy planning, family support, healthcare, insurance and charitable giving.

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Timothy Hole

Director of Financial Planning

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