Posted on Sunday 1 March 2009 by Brenton

6 Step Financial Planning Process

Filed Under: Advice

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"