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A financial advisor who can deliver that kind of all-in-one support can add immense value to clients and save them time, stress, and potentially money. Comprehensive financial planning involves budgeting, investment planning, tax optimization, debt management , insurancecoverage, retirement strategy, and even estate planning.
Their key financial challenges include paying off student loans, creating a budget, developing healthy spending habits, and saving for future goals like buying a home. Due to that, your service should focus on holistic planning and interactive scenario planning during this stage. Sources: 1. ” Fidelity, 2020.
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