Six Steps in the Personal Financial Planning Process




In my dealings with both personal and corporate clients I follow the six steps below



1.      Establishing and defining the relationship  between the client and the personal financial planner.


2.      Gathering client data and determining goals and expectations.

3.      Analysing and evaluating the client’s financial plans.

4.      Developing and presenting the financial plan.

5.      Implementing the financial planning recommendations.

6.      Monitoring the financial plan and the financial planning relationship.


The International Standard ISO 22222:2005

(Personal Financial Planning: requirements for personal financial planners)

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