PERSONAL FINANCIAL PLANNING
…is a process that involves identifying needs and objectives, establishing priorities based on your values and implementing options.
Six Steps Of The Financial Process
Step 1: Determine Financial Objectives
Step 2: Developing a Plan
Step 3: Analysis and Development
Step 4: Plan Presentation and Delivery
Step 5: Implementation*
Implementation is the key to putting your plan to work. We will review the resources available to implement each step of your plan.