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Old 08-14-2007, 01:44 PM
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Join Date: Jan 2007
Posts: 13
What factors or features are involved in a personal financial planning process"?

I would like to know what is meant by "personal financial planning"? My insurance professional keeps calling me to discuss this? He says its important and is valuable to me and my family!

What exactly is his motive?? Can I benefit from this process?

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