The Financial Planning Process

Step (1) Discovery

  • Evaluate Your Current Financial Position
  • Identify Priorities, Values and Concerns
  • Present the Financial Planning Process

Step (2) Profile

  • Gather Financial Information
  • Determine Client Values
  • Establish Priorities, Goals and Objectives
  • Analyze Your Current Financial Position

Step (3) Strategy (Rough Draft)

  • Present the Planning Analysis
  • Confirm All Financial Information
  • Discuss Relevant Strategies and Options
  • Prioritize Your Budget

Step (4) Implementation

  • Deliver Completed Financial Plan
  • Review Strategies and Recommendations
  • Develop an Implementation Schedule
  • Establish Accounts

Step (5) Review

  • Monitor Results
  • Evaluate New Goals and Opportunities
  • Review Implementation Schedule
  • Discuss Changes and Enhancements