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8 Steps to Personal Financial Planning

Released on Monday, August 3, 2020•RETIREMENT

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You cannot begin to invest, before first going through a personal financial planning process. It's very tempting for beginners to simply give in to a one-size-fits-all investment or trading strategy an investing guru promises to be the winner. While they may have made money on that strategy in the past, that doesn't guarantee that they're going to make money again in the future. But most importantly, that strategy may not be suitable for you, your level of risk tolerance, your current financial situation, and your financial goals. In this presentation, Kiana Danial shows you the exact steps you need to take before you start trading or investing so that you start on the right foot and set yourself up for success.

Kiana Danial

Invest Diva, CEO

Kiana Danial is the CEO of investdiva.com. She is a multilingual forex analyst and an award-winning, internationally recognized personal investing and wealth management expert. Ms. Danial is a frequent expert on many TV and radio stations and has reported on the financial markets directly from the floor of NYSE and NASDAQ. She is also a weekly investment expert guest on Tokyo's #1 Investment TV Show. Ms. Danial's goal is to empower and educate women to grow their wealth by investing like a rock star!