Comprehensive Approach: Unlike typical advisory services, financial planning covers all aspects of personal finance, including retirement, insurance, and investments.
Asset Allocation: Financial planners evaluate asset classes for risk and return, aligning them with client goals and periodically adjusting portfolio weights.
Dynamic Process: Financial planning adapts to changing market conditions and client needs, ensuring ongoing alignment with financial objectives.
Prioritizing Goals: Goals like retirement and children’s education take precedence over discretionary spending to enhance financial health.
MODELEXAM® 
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