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Financial Planning


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Many Oklahoma youth lack the skills to navigate today’s complex financial maze. A national survey of high school seniors indicated that nearly 70 percent of respondents did not understand basic financial concepts or fiscal principles; however, many of these same students are borrowers, securing student loans and using credit cards regularly. This lack of financial knowledge and experience coupled with excessive spending yields detrimental consequences.

Planning and preparation are essential for a financially successful life. Financial success can be challenging to anyone, regardless of age, income, status or education level.

Use the links on the left to learn more about the core elements of financial planning.