Posted on Sunday 1 March 2009 by Brenton
6 Step Financial Planning Process
The Future Wealth Planners 6 Step Financial Planning Process
STEP 1: Assess your current financial position and gather information.
STEP 2: Establish your financial goals and objectives.
STEP 3: Determine your attitude towards investment risk.
STEP 4: Develop long and short term financial strategies to meet your needs and objectives.
STEP 5: Develop and implement a sound financial plan.
STEP 6: Regularly review your financial situation to ensure the financial plan we developed and implemented remains relevant.
"HELPING WEST AUSTRALIANS TRANSFORM THEIR FINANCIAL FUTURE"