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The article focuses on the significant role of financial planners in financial management. It notes that good financial planners are ascertained for their financial knowledge and how well they get to know their clients. They gather information about their clients' income, investments, debts and retirement option. It points out that clients consult financial planners for a voice of reason, motivation and preparing priorities.

The article offers tips to consider in managing a financial plan. It notes that life changes has great effect finances. A new couple are suggested to compare their individual investments, review debts and evaluate retirements. They should start planning before having children through the evaluation of possible expenses. Increasing retirement contributions should also be considered as the children graduate.