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Learn about the financial planning process, the areas covered by a comprehensive financial plan and its value proposition, along with suggestions on how to choose a financial advisor. Presented by Rachna Bijlani, CFP®. 

Rachna is the founder and wealth manager at BRSQUARED LLC, a financial planning and asset management firm located in Danville, CA. She’s a CERTIFIED FINANCIAL PLANNER™ and holds an Engineering degree in Electronics from University of Mumbai. Rachna also works pro bono with Advisers Give Back.