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Total financial planning

Wizwealth Financial Services

We Undertake Total Financial Planning By Following The Below Points.


The Financial Planning Process Is A Logical, Six-Step Procedure:
(1) Determining Your Current Financial Situation.
(2) Developing Financial Goals.
(3) Identifying Alternative Courses Of Action.
(4) Evaluating Alternatives.
(5) Creating And Implementing A Financial Action Plan.
(6) Reevaluating And Revising The Plan.