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Since I’ve gotten to talking about the purpose of the financial planning process and the benefits of having a formal plan… I’d like to break it down for you even further so you can really conceptualize what I’m talking about.

As the title references, the planning process is six steps long. The process is also known by the acronym EGADIM… each letter representing a step in the process.

When I was first studying for the certified financial planning exam I would remember the letters because it spells MIDAGE backwards… a funny coincidence based on the subject matter.

Continue Reading “The financial planning process - Part I”