Design a periodical re-evaluation and revision process

Reference no: EM133538143

Question: The assignment requires you to develop your own personal financial plan based on three life financial goals: one short-term, one mid-term, and one long-term. The assignment follows the six steps of the Financial Planning Process, and you are expected to analyze your financial values, assess your current financial situation, identify alternative courses of action, evaluate alternatives, create an action plan, and design a periodical re-evaluation and revision process for your plan. Whatever your goals are, always aim for income maximization and tax-efficient strategies.

Reference no: EM133538143

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