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Financial Planning with Mint

Great financial planning can help you track and reach your money milestones. Let Mint help you achieve your financial goals.

Frequently Asked Questions

What is financial planning?

Financial planning refers to long-term efforts made to  manage and monitor your finances with key financial goals in mind. A detailed financial plan helps you identify and prioritize your financial goals, then creates steps to achieving them.

What should I look for in a financial planner?

If you're hoping to hire a financial planner, there are many considerations to keep in mind, including cost, the types of services you want, and their education and experience. Find a financial planner who you are comfortable speaking with, and who listens to your unique circumstances to provide real, tailored solutions.

What should a financial plan contain?

A comprehensive financial plan looks at a variety of factors and documents. Your financial plan should cover your net worth, financial goals, investment portfolio, investments, retirement plans, and more.