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how would you go about starting to develop an investment plan? How do you determine the goals of your investment plan and how is that

how would you go about starting to develop an investment plan?

  • How do you determine the goals of your investment plan and how is that driven by your overall goals?
  • How do you envision the wealth and safety factors changing over your life?
  • How do you envision your usage of mutual funds, ETFs, stocks, bonds, real estate (or other investments) changing over time?

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