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Lumen Financial Planning: Lighting your path to fulfilling life goals
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Lumen Financial Planning: fulfilling your goals

 Clear Objectives
 Choosing Your Advisor
Clear Objectives

It is vital that you (and your spouse / partner) discuss and ascertain the things you want to do and achieve in life.

Be specific; what exactly are the goals you want to fulfil; what are your dreams? And what does fulfilment look like? Paint a picture in your mind.

Put down a time scale for when you want to reach each goal and an estimate of the amount of money you will need.

The clearer your goals are the more specific a financial plan to meet them can be.



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