Financial Process

S T E P 1
ESTABLISH
Discuss your situation
Establish client-planner relationship


S T E P 2
GATHER
Visualize and verbalize goals
Gather information and data


S T E P 3
ANALYZE
Organize your data
Evaluate financial status


S T E P 4
DEVELOP & PRESENT
Develop concepts and strategies
Present financial planning recommendations
Make adjustments


S T E P 5
IMPLEMENT
Put strategies into action
Involve other professionals as needed


S T E P 6
MONITOR
Review and adjust regularly
Ongoing planning and advice
Financial Process