What are some basic steps in the personal financial planning process?
A. While the answer presented below is not exhaustive by any means, primarily because each person’s circumstances differ to some degree, it is our desire that you might gain an overview of the overall personal financial planning process. Hopefully this overview will encourage you to either seek out the services of an objective financial planner or, at a minimum, to begin to develop a workable plan to address the financial responsibilities that you will encounter in your lifetime.
