1. Understanding The Client's Personal and Financial Circumstances

Identify both qualitative and quantitative information.  Analyzie information in collaborative manner, and define the scope of engagement.

2. Identifying and Selecting Goals

Goal selection and prioritization is ongoing through the planning process.  Analyze resources.

3. Analyze The Client's Current Course of Action & Potential Alternative Course(s) of Action

Review current course of action such as advantages and disadvantages, and lay out potential for an alternatitve course of action.

4. Develop The Financial Planning Reccomendation(s)

Design a set of recommended strategies tailored to your circumstances and goals, including alternative ways of maximizing potential to achieve those goals.  Preview priotities and timing. Draw on outside experts as needed.

5. Presenting The Financial Planning Reccomendation(s)

Present recommendations and discuss with the client before plan execution.

6. Implementing The Financial Planning Reccomendation(s)

Motivate and help you in acquiring all the necessary financial products and services to put the plan into action. Draw on outside experts as needed.

7. Monitoring Progress & Updating

Evaluate the performance of all implementation vehicles. Review changes in your circumstances and the financial environment on an ongoing basis