Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

What is the financial planning process?

April 26, 2017Financial Planning process

0

Posted

What is the financial planning process?

1 Answer

0

Posted

The financial planning process consists of six steps including: (1) establishing and defining the client-planner relationship, (2) gathering client data, (3) analyzing and evaluating your financial status, (4) developing and presenting financial planning recommendations and/or alternatives, (5) implementing the financial planning recommendations and (6) monitoring the financial planning recommendations.