Gathering Financial Data

Collect relevant personal information, such as age, marital status, number of dependents, and employment status.

Compile a list of all financial

assets⁠

(e.g., savings, investments,

real estate⁠

) and

liabilities⁠

(e.g., loans, credit card debt).

Record all sources of

income⁠

and monthly

expenses⁠

to understand your cash flow.

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