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.
Common questions about progno
Everything you need to know before you get started