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