Financial Planning Guide

This handout provides a high-level Overview of the financial planning process. Taxpayers can gain valuable information on personal financial planning and income tax planning.

HIGHLIGHTS: 

  1. Budgeting.

  2. Education funding.

  3. Insurance and investment planning.

  4. Income tax planning.

  5. Early retirement planning.


CLIENTS WHO MAY BENEFIT:

  1. Taxpayers who need help with financial planning concepts.

  2. Clients who have specific questions about one of the categories listed in Content Highlights.

Planning & Life IssuesClare FazackerleyTax, Personal Finance Management, Financial planning, Retirement, Education, Budgeting, Personal Finance, Early Retirement