What are the elements in financial planning process?

Here our role is to help you create your own financial plan, what we might call a "Roadmap To Your Financial Security", whatever you describe that financial security to be. The financial plan may be written or verbal, but it does need to be articulated.

         Establishing and defining the client-Planner relationship
         Gathering client data, including goals.
         Analysing and evaluating your financial status.
         Developing and presenting Financial Planning recommendations and/or alternatives.
         Implementing the Financial Planning recommendations.
         Monitoring the Financial Planning recommendations.

We follow the above six step process in creating your financial plan.

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