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The Financial Planning Process
The Financial Planning Process is a straight-forward 6-step approach which provides you with action plans designed to achieve financial goals and financial health.
Establishing
client-planner relationships
Gathering client data
and
determining goals
and
expectations
Determining
the client's
financial status analysing
and
evaluating
clients information
Developing and
presenting the financial plan
Implementing
the financial plan
Monitoring
the financial plan
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