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Financial planning: It revolves around you
The UBS Financial Planning process places you and your needs at the center
Financial planning is a process of looking at your complete financial picture, determining where you want to go and coming up with a plan to help you get there.
Key Takeaways:
Financial planning can help you establish your goals and priorities.
Having a plan can help you feel more confident and in control of your finances.
Your financial plan should be unique to your situation and bring together the various aspects of your financial life.
When life happens, your plan may need to change.
A UBS Financial Advisor can help simplify the planning process and guide you each step of the way.