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Provide an overview of the financial planning process and all of the considerations that need to be taken into account when setting up your own
Provide an overview of the financial planning process and all of the considerations that need to be taken into account when setting up your own financial plan or a client's financial plan. Please write this from the perspective of an individual in their mid to late twenties that is looking to setup a financial plan for their future. Take all insurance planning and potential self-funded IRA and/or employer funded retirement plans into consideration.
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