This report from Ameriprise Financial highlights the 5 steps in the financial planning process, why financial planning is important, and how to assemble your team, all in 10 minutes or less!

Click Here to download the full report.

Common questions about financial planning

What if I’m too busy?

Don’t wait until you’re in the midst of a financial crisis before beginning the planning process. The sooner you start, the more options you may have.

Is the financial planning process complicated?

Each financial plan is tailored to the needs of the individual, so how complicated the process will be depends on your individual circumstances. But no matter what type of help you need, a financial professional will work hard to make the process as easy as possible, and will gladly answer all of your questions.

What if my spouse and I disagree?

A financial professional is trained to listen to your concerns, identify any underlying issues, and help you find common ground.

Can I still control my own finances?

Financial planning professionals make recommendations, not decisions. You retain control over your finances. Recommendations will be based on your needs, values, goals, and time frames. You decide which recommendations to follow, then work with a financial planner to implement them.

This information is provided by Ameriprise Financial. Ameriprise Financial is the nation’s leading financial planning institution helping clients across all 50 states recover from high credit card debt and DREAM – PLAN – ACHIEVE their financial dreams. If you have questions about this article or how financial planning can transform you please see www.Ameriprise.com.

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