How does financial planning incorporate investment planning, retirement planning, and estate planning

Financial Planners are the ones who deal in resolving financial issues by making a financial plan like cash flow management, education planning, retirement planning, investment planning, estate planning, tax planning, insurance planning, risk management, and business succession planning for business owners. A financial planner must already finished his/her CFP certification program so he/she can practice his/her skills and knowledge in the field of financial planning.

The first step in the financial planning process is to determine your current financial situation.

Certified Financial Planning consultants are widely available at many brokerage firms and financial planning agencies such as Financial Planners Respond or Smart Money.

First Command Financial Planning was created in 1958.