What is the Personal Financial Planning Process?
The financial planning process can be thought of as a science, where a logical step-by-step process is taken to assist you in achieving your financial goals. Our primary focus will be to coordinate all areas of your total planning picture, giving result to achieving the highest level of outcome for all concerned – emotionally and financially. 1. Initial Interview: We will meet to discuss how our company will be able to impact your personal, family and business goals. 2. Data Gathering: As a first step towards working together, we spend time with you in a fact-finding interview. This conversation provides us with sufficient information to conduct an accurate analysis. We begin to discover more specifics about your goals and values, and your current financial situation. Examples of the information that will be gathered includes: • Current income taxation • Investment and Asset Management • Wealth Accumulation or Preservation • Income/Cash Flow Planning • Financial Independence • Business
