According to the Forbes article, “The Four Things Women Want (in Financial Services),” women want the following: – more confidence with their finances, more convenience, better communication, and better collaboration.
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A Financial Plan is a look at your current financial health and a map to help you reach your goals. It looks at income, expenses, assets, and debt. If you keep all four of these in balance, you should have enough money to invest in a way that matches your risk tolerance. A well-designed plan puts you on track to reach your goals.
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