Financial Planning is a six step process

Financial Planning is a six step process

Over the years the term “Financial Planning” has become more common; especially now that people are more aware of the importance of planning their financial matters. After all, “people don’t plan to fail, they fail to plan”. There is most definitely a distinct process that takes place when you do sit down with a Certified Financial Planner such as myself. This is a six step process which entails the following:

1. Assemble Financial Background
2. Understand Personal and Financial Goals
3. Identify Problems and Opportunities
4. Recommend Alternatives and Solution
5. Implement a Strategy
6. Provide Reviews and Revisions

To read a full explanation of each step, CLICK HERE. If you have not yet had a Financial Plan completed, be sure to contact me.