Financial Planning

The 6 Steps of Financial Planning:

  1. Step 1: Understanding Where You Are
  2. Step 2: Help You Determine Where You Want to Get To
  3. Step 3: Develop the Plan
  4. Step 4: Presenting the Recommendations.
  5. Step 5: Implementing the Recommendation(s)
  6. Step 6: Monitor the Plan
Client Centered